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
2024
Q3
$381K Sell
2024
Q2
$635K Hold
2024
Q1
$636K Sell
2023
Q4
$743K Sell
2023
Q3
$882K Hold
2023
Q2
$881K Hold
2023
Q1
$883K Hold
2022
Q4
$879K Sell
2022
Q3
$984K Sell
2022
Q2
$1.05M Sell
2022
Q1
$1.9M Buy
2021
Q4
$1.69M Buy
2021
Q3
$1.16M Buy