WealthPlan Investment Management’s Vanguard Ultra-Short Bond ETF VUSB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
2024
Q4
$1.25M Buy
2024
Q2
Sell
2024
Q1
$781K Sell
2023
Q4
$6.43M Buy