Loring Wolcott & Coolidge Fiduciary Advisors’s Vanguard Ultra-Short Bond ETF VUSB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.17M | Hold |
23,445
| – | – | 0.01% | 149 |
|
|
2025
Q1 | $1.16M | Hold |
23,445
| – | – | 0.01% | 149 |
|
|
2024
Q4 | $1.17M | Buy |
23,445
+3,020
| +15% | +$150K | 0.01% | 154 |
|
|
2024
Q3 | $1.02M | Buy |
20,425
+5,025
| +33% | +$250K | 0.01% | 161 |
|
|
2024
Q2 | $763K | Buy |
15,400
+6,070
| +65% | +$301K | 0.01% | 174 |
|
|
2024
Q1 | $461K | Buy |
+9,330
| New | +$461K | ﹤0.01% | 203 |
|