RWA
Roberts Wealth Advisors’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 | $9.94M | Sell |
199,397
-71,982
| -27% | -$3.59M | 2.86% | 8 |
|
|
2025
Q1 | $13.5M | Sell |
271,379
-28,797
| -10% | -$1.44M | 4.17% | 4 |
|
|
2024
Q4 | $14.9M | Buy |
300,176
+108,768
| +57% | +$5.41M | 4.53% | 5 |
|
|
2024
Q3 | $9.51M | Buy |
191,408
+19,700
| +11% | +$979K | 3.08% | 8 |
|
|
2024
Q2 | $8.49M | Buy |
171,708
+59,741
| +53% | +$2.95M | 2.9% | 8 |
|
|
2024
Q1 | $5.53M | Buy |
111,967
+49,102
| +78% | +$2.42M | 2.06% | 11 |
|
|
2023
Q4 | $9.34M | Buy |
62,865
+6,203
| +11% | +$922K | 1.45% | 27 |
|
|
2023
Q3 | $2.78M | Buy |
+56,662
| New | +$2.78M | 1.22% | 30 |
|