SW
Schulz Wealth’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 | $8.35M | Sell |
167,518
-1,325
| -0.8% | -$66.1K | 6.24% | 4 |
|
|
2025
Q1 | $8.42M | Sell |
168,843
-16,900
| -9% | -$843K | 6.42% | 5 |
|
|
2024
Q4 | $9.22M | Sell |
185,743
-12,339
| -6% | -$612K | 7.08% | 4 |
|
|
2024
Q3 | $9.89M | Sell |
198,082
-24,750
| -11% | -$1.24M | 7.65% | 3 |
|
|
2024
Q2 | $11M | Sell |
222,832
-4,396
| -2% | -$218K | 9.35% | 3 |
|
|
2024
Q1 | $11.3M | Sell |
227,228
-23,742
| -9% | -$1.18M | 9.62% | 3 |
|
|
2023
Q4 | $12.4M | Buy |
+250,970
| New | +$12.4M | 11.86% | 2 |
|