Lokken Investment Group’s Vanguard Ultra-Short Bond ETF VUSB Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-9,312	Closed	-$460K	–	148
2023 Q4	$460K	Buy	9,312 +2,212	+31%	+$109K	0.26%	81
2023 Q3	$349K	Sell	7,100 -7,086	-50%	-$349K	0.23%	89
2023 Q2	$697K	Buy	14,186 +6,248	+79%	+$307K	0.45%	55
2023 Q1	$391K	Buy	+7,938	New	+$391K	0.3%	82