Wealthcare Advisory 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-4,186
| Closed | -$209K | – | 932 |
|
|
2024
Q3 | $209K | Sell |
4,186
-453
| -10% | -$22.6K | 0.01% | 821 |
|
|
2024
Q2 | $230K | Sell |
4,639
-622
| -12% | -$30.8K | 0.01% | 752 |
|
|
2024
Q1 | $261K | Buy |
+5,261
| New | +$261K | 0.01% | 710 |
|
|
2023
Q2 | – | Sell |
-6,121
| Closed | -$301K | – | 766 |
|
|
2023
Q1 | $301K | Sell |
6,121
-715
| -10% | -$35.2K | 0.01% | 578 |
|
|
2022
Q4 | $335K | Buy |
6,836
+470
| +7% | +$23K | 0.02% | 507 |
|
|
2022
Q3 | $312K | Sell |
6,366
-1,960
| -24% | -$96.1K | 0.02% | 472 |
|
|
2022
Q2 | $410K | Buy |
+8,326
| New | +$410K | 0.02% | 369 |
|