WealthPlan Investment Management’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
2025 Q1	–	Sell	-25,183	Closed	-$1.25M	–	282
2024 Q4	$1.25M	Buy	+25,183	New	+$1.25M	0.12%	122
2024 Q2	–	Sell	-15,762	Closed	-$781K	–	197
2024 Q1	$781K	Sell	15,762 -114,344	-88%	-$5.67M	0.12%	106
2023 Q4	$6.43M	Buy	+130,106	New	+$6.43M	1.03%	42