Redmont Wealth Advisors’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
2023
Q2
Sell
-6,603
Closed -$325K 71
2023
Q1
$325K Sell
6,603
-507
-7% -$25K 0.66% 51
2022
Q4
$348K Buy
7,110
+2,030
+40% +$99.5K 0.41% 66
2022
Q3
$249K Buy
+5,080
New +$249K 0.32% 76