Pinnacle Wealth Planning Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-6,001
| Closed | -$297K | – | 562 |
|
|
2024
Q2 | $297K | Sell |
6,001
-1,742
| -22% | -$86.3K | 0.04% | 293 |
|
|
2024
Q1 | $384K | Buy |
7,743
+1,637
| +27% | +$81.1K | 0.06% | 236 |
|
|
2023
Q4 | $302K | Sell |
6,106
-6,866
| -53% | -$339K | 0.05% | 270 |
|
|
2023
Q3 | $638K | Buy |
12,972
+131
| +1% | +$6.44K | 0.11% | 124 |
|
|
2023
Q2 | $631K | Buy |
12,841
+411
| +3% | +$20.2K | 0.1% | 131 |
|
|
2023
Q1 | $612K | Buy |
+12,430
| New | +$612K | 0.1% | 143 |
|