Sax 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
2025
Q2
$487K Buy
2023
Q3
Sell
2023
Q2
$401K Sell
2023
Q1
$435K Buy
2022
Q4
$432K Buy
2022
Q3
$429K Buy
2022
Q2
$431K Buy
2022
Q1
$422K Sell
2021
Q4
$440K Sell
2021
Q3
$457K Buy