Mascoma 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
Q4 | – | Sell |
-1,790
| Closed | -$88.1K | – | 508 |
|
|
2023
Q3 | $88.1K | Hold |
1,790
| – | – | 0.03% | 143 |
|
|
2023
Q2 | $88K | Sell |
1,790
-13,994
| -89% | -$688K | 0.03% | 147 |
|
|
2023
Q1 | $778K | Sell |
15,784
-2,995
| -16% | -$148K | 0.23% | 51 |
|
|
2022
Q4 | $920K | Buy |
18,779
+2,035
| +12% | +$99.7K | 0.29% | 49 |
|
|
2022
Q3 | $820K | Buy |
16,744
+1,675
| +11% | +$82K | 0.28% | 53 |
|
|
2022
Q2 | $741K | Sell |
15,069
-2,800
| -16% | -$138K | 0.25% | 54 |
|
|
2022
Q1 | $883K | Sell |
17,869
-8,116
| -31% | -$401K | 0.28% | 53 |
|
|
2021
Q4 | $1.3M | Buy |
25,985
+2,335
| +10% | +$117K | 0.45% | 43 |
|
|
2021
Q3 | $1.19M | Buy |
+23,650
| New | +$1.19M | 0.46% | 38 |
|