OWA
Outlook Wealth Advisors’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 | $1.1M | Hold |
22,035
| – | – | 0.28% | 67 |
|
|
2025
Q1 | $1.1M | Buy |
22,035
+93
| +0.4% | +$4.64K | 0.31% | 59 |
|
|
2024
Q4 | $1.09M | Buy |
21,942
+76
| +0.3% | +$3.77K | 0.31% | 58 |
|
|
2024
Q3 | $1.09M | Buy |
+21,866
| New | +$1.09M | 0.31% | 60 |
|
|
2023
Q1 | – | Sell |
-30,118
| Closed | -$1.48M | – | 206 |
|
|
2022
Q4 | $1.48M | Buy |
+30,118
| New | +$1.48M | 0.7% | 29 |
|