MFA
McClarren Financial Advisors’s Vanguard Ultra-Short Bond ETF VUSB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12.1M | Buy |
241,995
+83,926
| +53% | +$4.18M | 7.85% | 4 |
|
|
2025
Q1 | $12.8M | Sell |
158,069
-90,025
| -36% | -$7.31M | 8.49% | 2 |
|
|
2024
Q4 | $12.3M | Buy |
248,094
+126,777
| +105% | +$6.29M | 34.55% | 1 |
|
|
2024
Q3 | $51.7K | Buy |
121,317
+114,501
| +1,680% | +$48.8K | 6.5% | 3 |
|
|
2024
Q2 | $6.48M | Sell |
6,816
-92,292
| -93% | -$87.8M | 4.52% | 6 |
|
|
2024
Q1 | $4.91M | Buy |
99,108
+19,778
| +25% | +$980K | 3.53% | 8 |
|
|
2023
Q4 | $3.92M | Buy |
79,330
+4,619
| +6% | +$228K | 2.99% | 9 |
|
|
2023
Q3 | $3.66M | Sell |
74,711
-6,679
| -8% | -$327K | 3.19% | 9 |
|
|
2023
Q2 | $4M | Buy |
81,390
+9,184
| +13% | +$451K | 3.31% | 9 |
|
|
2023
Q1 | $3.5M | Buy |
72,206
+139
| +0.2% | +$6.75K | 3.19% | 8 |
|
|
2022
Q4 | $3.53M | Sell |
72,067
-43,124
| -37% | -$2.11M | 3.36% | 8 |
|
|
2022
Q3 | $5.64M | Buy |
115,191
+96,572
| +519% | +$4.73M | 5.62% | 4 |
|
|
2022
Q2 | $914K | Sell |
18,619
-126,036
| -87% | -$6.19M | 2.93% | 10 |
|
|
2022
Q1 | $7.13M | Buy |
144,655
+7,151
| +5% | +$353K | 5.17% | 6 |
|
|
2021
Q4 | $6.87M | Buy |
137,504
+136,976
| +25,942% | +$6.84M | 4.69% | 7 |
|
|
2021
Q3 | $26K | Buy |
528
+231
| +78% | +$11.4K | 0.02% | 153 |
|
|
2021
Q2 | $14K | Buy |
+297
| New | +$14K | 0.01% | 206 |
|