Palisades Hudson Asset Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.66M | Buy |
113,481
+33,610
| +42% | +$1.68M | 2.21% | 13 |
|
|
2025
Q1 | $3.98M | Buy |
79,871
+13,792
| +21% | +$688K | 1.81% | 16 |
|
|
2024
Q4 | $3.28M | Sell |
66,079
-2,327
| -3% | -$115K | 1.38% | 19 |
|
|
2024
Q3 | $3.42M | Buy |
68,406
+6,498
| +10% | +$324K | 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% | +$86.6K | 1.4% | 18 |
|
|
2023
Q4 | $2.97M | Buy |
60,124
+1,198
| +2% | +$59.2K | 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% | +$826K | 1.32% | 17 |
|
|
2022
Q4 | $1.63M | Sell |
33,220
-1,527
| -4% | -$74.8K | 0.9% | 19 |
|
|
2022
Q3 | $1.7M | Buy |
34,747
+7,596
| +28% | +$372K | 1.03% | 17 |
|
|
2022
Q2 | $1.34M | Buy |
27,151
+16,164
| +147% | +$795K | 0.75% | 22 |
|
|
2022
Q1 | $543K | Buy |
+10,987
| New | +$543K | 0.25% | 54 |
|