Prime Capital Investment Advisors’s Vanguard Ultra-Short Bond ETF VUSB Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$354K	Buy	7,105 +49	+0.7%	+$2.44K	﹤0.01%	785
2025 Q4	$352K	Buy	7,056 +103	+1%	+$5.14K	﹤0.01%	760
2025 Q3	$348K	Buy	6,953 +80	+1%	+$3.99K	﹤0.01%	757
2025 Q2	$343K	Buy	6,873 +82	+1%	+$4.07K	﹤0.01%	723
2025 Q1	$339K	Buy	6,791 +51	+0.8%	+$2.54K	﹤0.01%	796
2024 Q4	$334K	Buy	6,740 +113	+2%	+$5.62K	﹤0.01%	692
2024 Q3	$331K	Sell	6,627 -1,135	-15%	-$56.4K	﹤0.01%	696
2024 Q2	$384K	Buy	7,762 +73	+0.9%	+$3.61K	0.01%	653
2024 Q1	$381K	Buy	7,689 +54	+0.7%	+$2.67K	0.01%	711
2023 Q4	$377K	Buy	7,635 +1,322	+21%	+$65.1K	0.01%	662
2023 Q3	$311K	Buy	6,313 +72	+1%	+$3.54K	0.01%	573
2023 Q2	$307K	Buy	+6,241	New	+$307K	0.01%	601