PHWM
Pine Harbor Wealth Management’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 | $5.66M | Buy |
113,539
+6,289
| +6% | +$314K | 1.99% | 14 |
|
|
2025
Q1 | $5.35M | Buy |
107,250
+3,694
| +4% | +$184K | 2.14% | 13 |
|
|
2024
Q4 | $5.14M | Buy |
103,556
+3,692
| +4% | +$183K | 2.07% | 12 |
|
|
2024
Q3 | $4.99M | Sell |
99,864
-21,392
| -18% | -$1.07M | 2.48% | 12 |
|
|
2024
Q2 | $6M | Sell |
121,256
-1,091
| -0.9% | -$54K | 3.53% | 7 |
|
|
2024
Q1 | $6.06M | Buy |
122,347
+30,190
| +33% | +$1.5M | 3.82% | 7 |
|
|
2023
Q4 | $4.56M | Buy |
+92,157
| New | +$4.56M | 3.47% | 9 |
|