MorganRosel 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 | $5.79M | Buy |
116,066
+1,958
| +2% | +$97.6K | 1.58% | 20 |
|
|
2025
Q1 | $5.69M | Buy |
114,108
+48,747
| +75% | +$2.43M | 1.73% | 20 |
|
|
2024
Q4 | $3.24M | Buy |
65,361
+1,061
| +2% | +$52.6K | 1.06% | 23 |
|
|
2024
Q3 | $3.21M | Buy |
64,300
+2,097
| +3% | +$105K | 1.06% | 22 |
|
|
2024
Q2 | $3.08M | Buy |
62,203
+1,719
| +3% | +$85.1K | 1.09% | 22 |
|
|
2024
Q1 | $3M | Buy |
60,484
+19,206
| +47% | +$952K | 1.07% | 22 |
|
|
2023
Q4 | $2.04M | Buy |
41,278
+3,545
| +9% | +$175K | 0.79% | 26 |
|
|
2023
Q3 | $1.86M | Buy |
37,733
+871
| +2% | +$42.8K | 0.77% | 26 |
|
|
2023
Q2 | $1.81M | Buy |
36,862
+1,245
| +3% | +$61.2K | 0.74% | 25 |
|
|
2023
Q1 | $1.75M | Buy |
35,617
+6,636
| +23% | +$327K | 0.75% | 24 |
|
|
2022
Q4 | $1.42M | Sell |
28,981
-1,704
| -6% | -$83.5K | 0.65% | 27 |
|
|
2022
Q3 | $1.5M | Sell |
30,685
-73,605
| -71% | -$3.6M | 0.75% | 25 |
|
|
2022
Q2 | $5.13M | Buy |
104,290
+96,310
| +1,207% | +$4.74M | 2.74% | 9 |
|
|
2022
Q1 | $394K | Sell |
7,980
-2,761
| -26% | -$136K | 0.19% | 71 |
|
|
2021
Q4 | $537K | Buy |
10,741
+6,547
| +156% | +$327K | 0.26% | 61 |
|
|
2021
Q3 | $210K | Hold |
4,194
| – | – | 0.11% | 82 |
|
|
2021
Q2 | $210K | Buy |
+4,194
| New | +$210K | 0.12% | 82 |
|