David Kennon Inc VUSB Holdings History

Number of Shares
520,961.00
Current Holdings Value*
$25.97 Mil
% of Portfolio
10.34%
Total Estimate Gain
$288,139.92
% of Total Estimate Gain
1.13%

David Kennon Inc's Vanguard Ultra-Short Bond ETF Holding Summary

As of 2025-03-31, David Kennon Inc held 520,961.00 shares of Vanguard Ultra-Short Bond ETF(VUSB), totaling $25.97 Mil. This investment constitutes 10.34% of their stock portfolio, and David Kennon Inc now holds 0.56% of the outstanding Vanguard Ultra-Short Bond ETF(VUSB) stock.

The initial trade took place in 2023Q1. And since then David Kennon Inc has made 9 purchases of VUSB, at an average price of $49.13, for a total of 520,961.00 shares. Based on historical transaction data and VUSB's current price of $49.69, David Kennon Inc's estimated gain on his VUSB holdings is $288,139.92, reflecting a 1.13% gain to date.

David Kennon Inc VUSB ($49.69) Holding Chart

David Kennon Inc VUSB ($49.69) 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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