RWM
Ritholtz 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $250K | Buy |
+5,006
| New | +$250K | 0.01% | 853 |
|
|
2024
Q4 | – | Sell |
-15,368
| Closed | -$767K | – | 913 |
|
|
2024
Q3 | $767K | Sell |
15,368
-2
| -0% | -$100 | 0.02% | 438 |
|
|
2024
Q2 | $761K | Buy |
15,370
+2,318
| +18% | +$115K | 0.03% | 420 |
|
|
2024
Q1 | $647K | Sell |
13,052
-1,513
| -10% | -$75K | 0.02% | 466 |
|
|
2023
Q4 | $720K | Buy |
+14,565
| New | +$720K | 0.03% | 405 |
|
|
2023
Q3 | – | Sell |
-1,388,511
| Closed | -$68.3M | – | 745 |
|
|
2023
Q2 | $68.3M | Buy |
1,388,511
+55,908
| +4% | +$2.75M | 3.07% | 9 |
|
|
2023
Q1 | $65.6M | Buy |
1,332,603
+129,749
| +11% | +$6.39M | 3.27% | 8 |
|
|
2022
Q4 | $58.9M | Buy |
+1,202,854
| New | +$58.9M | 3.29% | 5 |
|