Planning Directions’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 | $371K | Sell |
7,433
-840
| -10% | -$41.9K | 0.21% | 54 |
|
|
2025
Q1 | $412K | Sell |
8,273
-630
| -7% | -$31.4K | 0.18% | 72 |
|
|
2024
Q4 | $442K | Sell |
8,903
-15,017
| -63% | -$745K | 0.26% | 47 |
|
|
2024
Q3 | $1.19M | Sell |
23,920
-19,001
| -44% | -$949K | 0.71% | 27 |
|
|
2024
Q2 | $2.13M | Sell |
42,921
-3,664
| -8% | -$181K | 1.45% | 13 |
|
|
2024
Q1 | $2.31M | Sell |
46,585
-4,516
| -9% | -$224K | 1.6% | 12 |
|
|
2023
Q4 | $2.53M | Sell |
51,101
-3,244
| -6% | -$160K | 1.8% | 10 |
|
|
2023
Q3 | $2.67M | Buy |
54,345
+6,506
| +14% | +$320K | 2.05% | 9 |
|
|
2023
Q2 | $2.35M | Sell |
47,839
-4,553
| -9% | -$224K | 1.71% | 14 |
|
|
2023
Q1 | $2.58M | Buy |
52,392
+1,722
| +3% | +$84.8K | 1.92% | 11 |
|
|
2022
Q4 | $2.48M | Buy |
+50,670
| New | +$2.48M | 1.9% | 12 |
|