Partners Capital Investment Group’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
Q1 | – | Sell |
-40,812
| Closed | -$2.03M | – | 187 |
|
|
2024
Q4 | $2.03M | Hold |
40,812
| – | – | 0.06% | 96 |
|
|
2024
Q3 | $2.04M | Sell |
40,812
-9,673
| -19% | -$483K | 0.03% | 122 |
|
|
2024
Q2 | $2.5M | Sell |
50,485
-24,301
| -32% | -$1.2M | 0.04% | 124 |
|
|
2024
Q1 | $3.71M | Buy |
74,786
+54,490
| +268% | +$2.7M | 0.1% | 92 |
|
|
2023
Q4 | $1M | Sell |
20,296
-20,429
| -50% | -$1.01M | 0.02% | 146 |
|
|
2023
Q3 | $2M | Buy |
+40,725
| New | +$2M | 0.05% | 122 |
|