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Root Financial Partners’s Vanguard Ultra-Short Bond ETF VUSB Stock Holding History

Root Financial Partners’s Portfolio VUSB Stock Details VUSB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$1,000K Sell
20,050
-323
-2% -$16.1K 0.1% 75
2025
Q1 		$1.02M Buy
20,373
+6,391
+46% +$319K 0.11% 67
2024
Q4 		$694K Buy
13,982
+7,257
+108% +$360K 0.09% 90
2024
Q3 		$336K Buy
+6,725
New +$336K 0.05% 119