SWMG
Signature Wealth Management Group’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 | $4.34M | Buy |
86,959
+898
| +1% | +$44.8K | 1.71% | 20 |
|
|
2025
Q1 | $4.29M | Buy |
86,061
+1,754
| +2% | +$87.4K | 1.67% | 22 |
|
|
2024
Q4 | $4.18M | Buy |
84,307
+10,479
| +14% | +$520K | 1.68% | 20 |
|
|
2024
Q3 | $3.69M | Buy |
73,828
+1,809
| +3% | +$90.3K | 1.48% | 31 |
|
|
2024
Q2 | $3.57M | Buy |
72,019
+191
| +0.3% | +$9.46K | 1.56% | 27 |
|
|
2024
Q1 | $3.55M | Buy |
71,828
+7,181
| +11% | +$355K | 1.61% | 24 |
|
|
2023
Q4 | $3.2M | Buy |
+64,647
| New | +$3.2M | 1.48% | 31 |
|
|
2023
Q2 | $3.44M | Sell |
70,052
-5,083
| -7% | -$250K | 1.6% | 29 |
|
|
2023
Q1 | $3.7M | Buy |
75,135
+35,655
| +90% | +$1.76M | 1.75% | 23 |
|
|
2022
Q4 | $1.93M | Sell |
39,480
-486
| -1% | -$23.8K | 0.95% | 41 |
|
|
2022
Q3 | $1.96M | Buy |
+39,966
| New | +$1.96M | 0.99% | 42 |
|