Roberts Wealth 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 | $1.81M | Sell |
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|
2025
Q4 | $4.01M | Sell |
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|
2025
Q3 | $6.97M | Sell |
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|
2025
Q2 | $9.94M | Sell |
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|
2025
Q1 | $13.5M | Sell |
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|
2024
Q4 | $14.9M | Buy |
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2024
Q3 | $9.51M | Buy |
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|
2024
Q2 | $8.49M | Buy |
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2024
Q1 | $5.53M | Buy |
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|
2023
Q4 | $9.34M | Buy |
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|
2023
Q3 | $2.78M | Buy |
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