Madison Wealth Management’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 | |
---|---|---|---|---|---|---|---|---|
2023
Q3 | $6.23M | Sell |
126,555
-4,895
| -4% | -$241K | 1.31% | 20 |
|
2023
Q2 | $6.46M | Sell |
131,450
-445
| -0.3% | -$21.9K | 1.31% | 21 |
|
2023
Q1 | $6.49M | Sell |
131,895
-1,910
| -1% | -$94K | 1.4% | 21 |
|
2022
Q4 | $6.56M | Buy |
133,805
+6,065
| +5% | +$297K | 1.5% | 17 |
|
2022
Q3 | $6.25M | Buy |
127,740
+7,440
| +6% | +$364K | 1.54% | 16 |
|
2022
Q2 | $5.92M | Buy |
+120,300
| New | +$5.92M | 1.44% | 19 |
|