Robinson Smith 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $307K | Buy |
6,158
+300
| +5% | +$15K | 0.25% | 61 |
|
|
2025
Q1 | $292K | Hold |
5,858
| – | – | 0.24% | 68 |
|
|
2024
Q4 | $291K | Hold |
5,858
| – | – | 0.25% | 64 |
|
|
2024
Q3 | $293K | Sell |
5,858
-962
| -14% | -$48K | 0.25% | 69 |
|
|
2024
Q2 | $338K | Sell |
6,820
-111
| -2% | -$5.5K | 0.3% | 63 |
|
|
2024
Q1 | $343K | Sell |
6,931
-268
| -4% | -$13.3K | 0.33% | 58 |
|
|
2023
Q4 | $356K | Buy |
+7,199
| New | +$356K | 0.35% | 58 |
|