WMA
Wealth Management Associates’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 | $371K | Hold |
7,450
| – | – | 0.14% | 134 |
|
|
2025
Q1 | $371K | Hold |
7,450
| – | – | 0.16% | 123 |
|
|
2024
Q4 | $370K | Buy |
7,450
+1,450
| +24% | +$71.9K | 0.16% | 126 |
|
|
2024
Q3 | $300K | Hold |
6,000
| – | – | 0.13% | 156 |
|
|
2024
Q2 | $297K | Hold |
6,000
| – | – | 0.14% | 142 |
|
|
2024
Q1 | $297K | Sell |
6,000
-550
| -8% | -$27.2K | 0.14% | 142 |
|
|
2023
Q4 | $324K | Hold |
6,550
| – | – | 0.17% | 131 |
|
|
2023
Q3 | $322K | Hold |
6,550
| – | – | 0.19% | 116 |
|
|
2023
Q2 | $322K | Sell |
6,550
-200
| -3% | -$9.83K | 0.18% | 119 |
|
|
2023
Q1 | $332K | Sell |
6,750
-950
| -12% | -$46.8K | 0.21% | 108 |
|
|
2022
Q4 | $377K | Sell |
7,700
-850
| -10% | -$41.7K | 0.25% | 94 |
|
|
2022
Q3 | $419K | Sell |
8,550
-2,650
| -24% | -$130K | 0.29% | 95 |
|
|
2022
Q2 | $551K | Sell |
11,200
-11,440
| -51% | -$563K | 0.38% | 63 |
|
|
2022
Q1 | $1.12M | Buy |
22,640
+1,850
| +9% | +$91.4K | 0.63% | 33 |
|
|
2021
Q4 | $1.04M | Buy |
20,790
+5,240
| +34% | +$262K | 0.56% | 39 |
|
|
2021
Q3 | $780K | Buy |
15,550
+6,050
| +64% | +$303K | 0.46% | 54 |
|
|
2021
Q2 | $476K | Buy |
+9,500
| New | +$476K | 0.27% | 98 |
|