Palisades Hudson Asset Management’s Vanguard Ultra-Short Bond ETF VUSB Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$4.74M	Buy	95,237 +8,407	+10%	+$419K	1.85%	18
2025 Q4	$4.33M	Sell	86,830 -33,782	-28%	-$1.68M	1.68%	19
2025 Q3	$6.03M	Buy	120,612 +7,131	+6%	+$355K	2.19%	13
2025 Q2	$5.66M	Buy	113,481 +33,610	+42%	+$1.67M	2.21%	13
2025 Q1	$3.98M	Buy	79,871 +13,792	+21%	+$686K	1.81%	16
2024 Q4	$3.28M	Sell	66,079 -2,327	-3%	-$116K	1.38%	19
2024 Q3	$3.42M	Buy	68,406 +6,498	+10%	+$323K	1.44%	17
2024 Q2	$3.07M	Buy	61,908 +37	+0.1%	+$1.83K	1.41%	19
2024 Q1	$3.07M	Buy	61,871 +1,747	+3%	+$86.5K	1.4%	18
2023 Q4	$2.97M	Buy	60,124 +1,198	+2%	+$59K	1.44%	17
2023 Q3	$2.9M	Buy	58,926 +3,579	+6%	+$176K	1.59%	17
2023 Q2	$2.72M	Buy	55,347 +5,356	+11%	+$263K	1.41%	17
2023 Q1	$2.46M	Buy	49,991 +16,771	+50%	+$824K	1.32%	17
2022 Q4	$1.63M	Sell	33,220 -1,527	-4%	-$74.7K	0.9%	19
2022 Q3	$1.7M	Buy	34,747 +7,596	+28%	+$373K	1.03%	17
2022 Q2	$1.34M	Buy	27,151 +16,164	+147%	+$797K	0.75%	22
2022 Q1	$543K	Buy	+10,987	New	+$546K	0.25%	54