Modera 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 | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $5.14M | Sell |
103,069
-6,242
| -6% | -$311K | 0.06% | 178 |
|
2025
Q1 | $5.45M | Buy |
109,311
+101
| +0.1% | +$5.04K | 0.07% | 166 |
|
2024
Q4 | $5.42M | Buy |
109,210
+90,384
| +480% | +$4.48M | 0.07% | 172 |
|
2024
Q3 | $940K | Sell |
18,826
-536
| -3% | -$26.8K | 0.01% | 317 |
|
2024
Q2 | $959K | Buy |
19,362
+200
| +1% | +$9.9K | 0.01% | 299 |
|
2024
Q1 | $949K | Sell |
19,162
-4,098
| -18% | -$203K | 0.01% | 302 |
|
2023
Q4 | $1.15M | Buy |
23,260
+3,702
| +19% | +$183K | 0.02% | 278 |
|
2023
Q3 | $962K | Buy |
19,558
+447
| +2% | +$22K | 0.02% | 290 |
|
2023
Q2 | $939K | Buy |
+19,111
| New | +$939K | 0.02% | 303 |
|