Sequoia Financial 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
Q1 | – | Sell |
-5,002
| Closed | -$245K | – | 872 |
|
|
2022
Q4 | $245K | Buy |
+5,002
| New | +$245K | 0.01% | 654 |
|
|
2022
Q3 | – | Sell |
-5,000
| Closed | -$246K | – | 591 |
|
|
2022
Q2 | $246K | Hold |
5,000
| – | – | 0.01% | 494 |
|
|
2022
Q1 | $247K | Hold |
5,000
| – | – | 0.01% | 559 |
|
|
2021
Q4 | $250K | Buy |
+5,000
| New | +$250K | 0.01% | 487 |
|