Monumental Financial Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-4,696
| Closed | -$233K | – | 43 |
|
|
2024
Q2 | $233K | Sell |
4,696
-134,843
| -97% | -$6.68M | 0.1% | 41 |
|
|
2024
Q1 | $6.91M | Buy |
139,539
+11,011
| +9% | +$546K | 3.68% | 9 |
|
|
2023
Q4 | $6.35M | Buy |
128,528
+7,149
| +6% | +$353K | 3.79% | 9 |
|
|
2023
Q3 | $5.97M | Buy |
121,379
+1,278
| +1% | +$62.9K | 3.97% | 10 |
|
|
2023
Q2 | $5.9M | Sell |
120,101
-43,104
| -26% | -$2.12M | 3.97% | 8 |
|
|
2023
Q1 | $8.04M | Buy |
163,205
+4,474
| +3% | +$220K | 5.75% | 6 |
|
|
2022
Q4 | $7.78M | Buy |
158,731
+8,788
| +6% | +$431K | 6.28% | 5 |
|
|
2022
Q3 | $7.34M | Buy |
149,943
+2,848
| +2% | +$139K | 6.95% | 6 |
|
|
2022
Q2 | $7.24M | Buy |
147,095
+2,296
| +2% | +$113K | 6.65% | 6 |
|
|
2022
Q1 | $7.15M | Buy |
+144,799
| New | +$7.15M | 5.91% | 9 |
|