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Olistico Wealth’s Vanguard Ultra-Short Bond ETF VUSB Stock Holding History

Olistico Wealth’s Portfolio VUSB Stock Details VUSB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$20.6K Buy
413
+7
+2% +$348 0.01% 213
2026
Q1 		$20.2K Sell
406
-91
-18% -$4.54K 0.01% 217
2025
Q4 		$24.8K Buy
+497
New +$24.8K 0.01% 201
2025
Q3 		– Sell
-525
Closed -$26.2K – 338
2025
Q2 		$26.2K Buy
525
+97
+23% +$4.82K 0.01% 208
2025
Q1 		$21.3K Buy
428
+85
+25% +$4.23K 0.01% 208
2024
Q4 		$17K Sell
343
-18
-5% -$895 0.01% 222
2024
Q3 		$18K Buy
361
+218
+152% +$10.8K 0.01% 220
2024
Q2 		$7.08K Buy
+143
New +$7.07K ﹤0.01% 257

Other funds holding VUSB

DAS
DMKC Advisory Services Des Moines, Iowa $530M AUM 22.27% 1-Year Est. Return
5NPW
55 North Private Wealth Winter Park, Florida $508M AUM
CA
Capital Advantage Walnut Creek, California $820M AUM 20.6% 1-Year Est. Return
EA
Eclectic Associates Fullerton, California $878M AUM 18.7% 1-Year Est. Return
ECML
Eagle Capital Management (Louisiana) Mandeville, Louisiana $293M AUM 33.65% 1-Year Est. Return
CF
Calder Financial Downingtown, Pennsylvania $106M AUM
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return
SPAS
Spectrum Planning & Advisory Services San Diego, California $223M AUM 17.29% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
EF
Evanson Financial Mclean, Virginia $2.04B AUM