Summit Asset Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
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|
2024
Q3 | $381K | Sell |
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|
2024
Q2 | $635K | Hold |
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|
2024
Q1 | $636K | Sell |
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|
2023
Q4 | $743K | Sell |
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|
2023
Q3 | $882K | Hold |
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|
2023
Q2 | $881K | Hold |
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|
2023
Q1 | $883K | Hold |
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|
2022
Q4 | $879K | Sell |
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|
2022
Q3 | $984K | Sell |
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|
2022
Q2 | $1.05M | Sell |
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|
2022
Q1 | $1.9M | Buy |
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|
2021
Q4 | $1.69M | Buy |
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|
2021
Q3 | $1.16M | Buy |
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