WA
Waverly Advisors’s Vanguard Ultra-Short Bond ETF VUSB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $21.3M | Buy |
426,555
+693
| +0.2% | +$34.6K | 0.23% | 88 |
|
|
2025
Q1 | $21.2M | Sell |
425,862
-1,165
| -0.3% | -$58.1K | 0.26% | 85 |
|
|
2024
Q4 | $21.2M | Sell |
427,027
-25
| -0% | -$1.24K | 0.33% | 62 |
|
|
2024
Q3 | $21.3M | Sell |
427,052
-85,303
| -17% | -$4.26M | 0.39% | 50 |
|
|
2024
Q2 | $25.4M | Buy |
512,355
+21,156
| +4% | +$1.05M | 0.5% | 39 |
|
|
2024
Q1 | $24.3M | Buy |
491,199
+456,308
| +1,308% | +$22.6M | 0.57% | 34 |
|
|
2023
Q4 | $1.72M | Buy |
34,891
+17,115
| +96% | +$846K | 0.06% | 166 |
|
|
2023
Q3 | $874K | Sell |
17,776
-2,050
| -10% | -$101K | 0.04% | 208 |
|
|
2023
Q2 | $975K | Sell |
19,826
-216
| -1% | -$10.6K | 0.04% | 188 |
|
|
2023
Q1 | $987K | Sell |
20,042
-386
| -2% | -$19K | 0.05% | 146 |
|
|
2022
Q4 | $1M | Sell |
20,428
-26,973
| -57% | -$1.32M | 0.06% | 134 |
|
|
2022
Q3 | $2.32M | Buy |
+47,401
| New | +$2.32M | 0.16% | 68 |
|