WWA
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Wingate Wealth Advisors’s Vanguard Ultra-Short Bond ETF VUSB Stock Holding History

Wingate Wealth Advisors’s Portfolio VUSB Stock Details VUSB Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$1.61M Buy
32,370
+5,987
+23% +$299K 1.44% 22
2025
Q1 		$1.32M Buy
26,383
+18,163
+221% +$906K 1.51% 24
2024
Q4 		$408K Buy
+8,220
New +$408K 0.4% 67