SWA
Sax Wealth Advisors’s Vanguard Ultra-Short Bond ETF VUSB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $487K | Buy |
+9,762
| New | +$487K | 0.03% | 263 |
|
|
2023
Q3 | – | Sell |
-8,158
| Closed | -$401K | – | 190 |
|
|
2023
Q2 | $401K | Sell |
8,158
-681
| -8% | -$33.5K | 0.08% | 130 |
|
|
2023
Q1 | $435K | Buy |
8,839
+29
| +0.3% | +$1.43K | 0.09% | 117 |
|
|
2022
Q4 | $432K | Buy |
8,810
+41
| +0.5% | +$2.01K | 0.1% | 111 |
|
|
2022
Q3 | $429K | Buy |
8,769
+19
| +0.2% | +$930 | 0.11% | 111 |
|
|
2022
Q2 | $431K | Buy |
8,750
+212
| +2% | +$10.4K | 0.11% | 114 |
|
|
2022
Q1 | $422K | Sell |
8,538
-268
| -3% | -$13.2K | 0.1% | 113 |
|
|
2021
Q4 | $440K | Sell |
8,806
-299
| -3% | -$14.9K | 0.09% | 120 |
|
|
2021
Q3 | $457K | Buy |
+9,105
| New | +$457K | 0.11% | 106 |
|