N.E.W. Advisory Services’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 | |
---|---|---|---|---|---|---|---|---|
2022
Q4 | – | Sell |
-7,666
| Closed | -$375K | – | 136 |
|
2022
Q3 | $375K | Hold |
7,666
| – | – | 0.07% | 85 |
|
2022
Q2 | $377K | Buy |
+7,666
| New | +$377K | 0.07% | 85 |
|
2022
Q1 | – | Sell |
-7,669
| Closed | -$383K | – | 160 |
|
2021
Q4 | $383K | Buy |
7,669
+1
| +0% | +$50 | 0.06% | 99 |
|
2021
Q3 | $384K | Buy |
+7,668
| New | +$384K | 0.06% | 96 |
|