QWM
Quadcap 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-4,540
| Closed | -$227K | – | 401 |
|
|
2024
Q3 | $227K | Sell |
4,540
-18,825
| -81% | -$940K | 0.04% | 347 |
|
|
2024
Q2 | $1.16M | Buy |
23,365
+4,784
| +26% | +$237K | 0.21% | 106 |
|
|
2024
Q1 | $921K | Buy |
18,581
+14,482
| +353% | +$718K | 0.21% | 109 |
|
|
2023
Q4 | $203K | Buy |
+4,099
| New | +$203K | 0.05% | 314 |
|