Mills Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $619K | Sell |
12,415
-3,110
| -20% | -$155K | 0.28% | 40 |
|
|
2025
Q1 | $774K | Sell |
15,525
-21,971
| -59% | -$1.1M | 0.41% | 36 |
|
|
2024
Q4 | $1.86M | Buy |
37,496
+14,236
| +61% | +$706K | 1.06% | 21 |
|
|
2024
Q3 | $1.16M | Sell |
23,260
-467
| -2% | -$23.3K | 0.8% | 25 |
|
|
2024
Q2 | $1.17M | Sell |
23,727
-34,700
| -59% | -$1.72M | 0.84% | 24 |
|
|
2024
Q1 | $2.9M | Sell |
58,427
-47,136
| -45% | -$2.34M | 2.12% | 11 |
|
|
2023
Q4 | $5.22M | Sell |
105,563
-2,402
| -2% | -$119K | 3.98% | 7 |
|
|
2023
Q3 | $5.31M | Sell |
107,965
-10,987
| -9% | -$540K | 4.25% | 5 |
|
|
2023
Q2 | $5.85M | Buy |
118,952
+42,411
| +55% | +$2.08M | 4.44% | 4 |
|
|
2023
Q1 | $3.77M | Buy |
76,541
+37,157
| +94% | +$1.83M | 3.04% | 8 |
|
|
2022
Q4 | $1.93M | Buy |
+39,384
| New | +$1.93M | 1.74% | 13 |
|