Steward Partners Investment Advisory’s Vanguard Ultra-Short Bond ETF VUSB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$6.8M Buy
2025
Q2
$5.34M Sell
2025
Q1
$5.46M Sell
2024
Q4
$5.87M Buy
2024
Q3
$5.59M Buy
2024
Q2
$5.49M Sell
2024
Q1
$5.57M Buy
2023
Q4
$5.54M Buy
2023
Q3
$1.03M Sell
2023
Q2
$1.08M Buy
2023
Q1
$1.02M Sell
2022
Q4
$1.17M Buy
2022
Q3
$452K Buy