NWM
Northwest Wealth Management’s Vanguard Ultra-Short Bond ETF VUSB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $853K | Buy |
17,110
+376
| +2% | +$18.7K | 0.15% | 78 |
|
|
2025
Q1 | $834K | Sell |
16,734
-1,609
| -9% | -$80.2K | 0.17% | 77 |
|
|
2024
Q4 | $910K | Sell |
18,343
-9,746
| -35% | -$484K | 0.19% | 73 |
|
|
2024
Q3 | $1.4M | Sell |
28,089
-1,742
| -6% | -$87K | 0.33% | 60 |
|
|
2024
Q2 | $1.48M | Sell |
29,831
-97
| -0.3% | -$4.8K | 0.38% | 57 |
|
|
2024
Q1 | $1.48M | Sell |
29,928
-1,281
| -4% | -$63.5K | 0.41% | 56 |
|
|
2023
Q4 | $1.54M | Sell |
31,209
-6,264
| -17% | -$310K | 0.46% | 49 |
|
|
2023
Q3 | $1.84M | Sell |
37,473
-2,291
| -6% | -$113K | 0.66% | 41 |
|
|
2023
Q2 | $1.95M | Sell |
39,764
-2,753
| -6% | -$135K | 0.71% | 37 |
|
|
2023
Q1 | $2.09M | Sell |
42,517
-2,577
| -6% | -$127K | 0.8% | 36 |
|
|
2022
Q4 | $2.21M | Sell |
45,094
-2,022
| -4% | -$99.1K | 0.95% | 35 |
|
|
2022
Q3 | $2.31M | Buy |
47,116
+4,250
| +10% | +$208K | 1.02% | 35 |
|
|
2022
Q2 | $2.11M | Buy |
+42,866
| New | +$2.11M | 0.91% | 37 |
|