David Kennon Inc VUSB Holdings History
Number of Shares
526,886.00
Current Holdings Value*
$26.27 Mil
% of Portfolio
9.82%
Total Estimate Gain
$321,687.79
% of Total Estimate Gain
1.24%
David Kennon Inc's Vanguard Ultra-Short Bond ETF Holding Summary
As of 2025-06-30, David Kennon Inc held 526,886.00 shares of Vanguard Ultra-Short Bond ETF(VUSB), totaling $26.27 Mil. This investment constitutes 9.82% of their stock portfolio, and David Kennon Inc now holds 0.49% 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 10 purchases of VUSB, at an average price of $49.14, for a total of 526,886.00 shares. Based on historical transaction data and VUSB's current price of $49.75, David Kennon Inc's estimated gain on his VUSB holdings is $321,687.79, reflecting a 1.24% gain to date.
David Kennon Inc VUSB ($49.75) Holding Chart
David Kennon Inc VUSB ($49.75) 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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