TFO Wealth Partners’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
2022
Q4
Sell
-2,077
Closed -$102K 946
2022
Q3
$102K Sell
2,077
-2,899
-58% -$142K 0.03% 48
2022
Q2
$245K Sell
4,976
-6,897
-58% -$340K 0.06% 43
2022
Q1
$586K Sell
11,873
-6,682
-36% -$330K 0.12% 28
2021
Q4
$927K Buy
+18,555
New +$927K 0.18% 21