MorganRosel Wealth Management’s Vanguard Ultra-Short Bond ETF VUSB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $7.77M | Buy |
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|
2025
Q2 | $5.79M | Buy |
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|
2025
Q1 | $5.69M | Buy |
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|
2024
Q4 | $3.24M | Buy |
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|
2024
Q3 | $3.21M | Buy |
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|
2024
Q2 | $3.08M | Buy |
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|
2024
Q1 | $3M | Buy |
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|
2023
Q4 | $2.04M | Buy |
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|
2023
Q3 | $1.86M | Buy |
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|
2023
Q2 | $1.81M | Buy |
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|
2023
Q1 | $1.75M | Buy |
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|
2022
Q4 | $1.42M | Sell |
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|
2022
Q3 | $1.5M | Sell |
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|
2022
Q2 | $5.13M | Buy |
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|
2022
Q1 | $394K | Sell |
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|
2021
Q4 | $537K | Buy |
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|
2021
Q3 | $210K | Hold |
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|
2021
Q2 | $210K | Buy |
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