Ballentine Capital Advisors, Inc VUSB Holdings History
Ballentine Capital Advisors, Inc's Vanguard Ultra-Short Bond ETF Holding Summary
As of 2025-03-31, Ballentine Capital Advisors, Inc held 13,564.00 shares of Vanguard Ultra-Short Bond ETF(VUSB), totaling $676,230.00. This investment constitutes 0.34% of their stock portfolio, and Ballentine Capital Advisors, Inc now holds 0.01% of the outstanding Vanguard Ultra-Short Bond ETF(VUSB) stock.
The initial trade took place in 2023Q4. In addition, there have been 5 sales at an average price of $49.63 for 16,477.00 shares. Based on historical transaction data and VUSB's current price of $49.79, Ballentine Capital Advisors, Inc's estimated gain on his VUSB holdings is $14,540.62, reflecting a 0.98% gain to date.
Ballentine Capital Advisors, Inc VUSB ($49.79) Holding Chart
Ballentine Capital Advisors, Inc VUSB ($49.79) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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