Summit Global Investments’s Vanguard Ultra-Short Bond ETF VUSB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-24,306
Closed -$1.2M 630
2023
Q1
$1.2M Sell
24,306
-468
-2% -$23K 0.09% 208
2022
Q4
$1.21M Buy
24,774
+1,910
+8% +$93.6K 0.1% 178
2022
Q3
$1.12M Buy
22,864
+3,495
+18% +$171K 0.1% 188
2022
Q2
$953K Buy
+19,369
New +$953K 0.08% 225