San Luis 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
2023
Q4
Sell
-6,142
Closed -$302K 78
2023
Q3
$302K Sell
6,142
-1,258
-17% -$61.9K 0.15% 53
2023
Q2
$364K Buy
+7,400
New +$364K 0.13% 132