Fonville Wealth Management LLC VUSB Holdings History
Fonville Wealth Management LLC's Vanguard Ultra-Short Bond ETF Holding Summary
As of 2025-03-31, Fonville Wealth Management LLC held 382,034.00 shares of Vanguard Ultra-Short Bond ETF(VUSB), totaling $19.05 Mil. This investment constitutes 5.61% of their stock portfolio, and Fonville Wealth Management LLC now holds 0.38% of the outstanding Vanguard Ultra-Short Bond ETF(VUSB) stock.
The initial trade took place in 2023Q4. And since then Fonville Wealth Management LLC has made 5 purchases of VUSB, at an average price of $49.42, for a total of 382,034.00 shares. Based on historical transaction data and VUSB's current price of $49.67, Fonville Wealth Management LLC's estimated gain on his VUSB holdings is $94,106.69, reflecting a 0.50% gain to date.
Fonville Wealth Management LLC VUSB ($49.67) Holding Chart
Fonville Wealth Management LLC VUSB ($49.67) 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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