SPW
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Sonoma Private Wealth’s Vanguard Ultra-Short Bond ETF VUSB Stock Holding History

Sonoma Private Wealth’s Portfolio VUSB Stock Details VUSB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-8,730
Closed -$428K – 81
2022
Q4 		$428K Buy
+8,730
New +$428K 0.94% 33