Fortis Advisors, LLC VUSB Holdings History

Number of Shares
343,479.00
Current Holdings Value*
$17.12 Mil
% of Portfolio
11.16%
Total Estimate Gain
$395,203.31
% of Total Estimate Gain
1.82%

Fortis Advisors, LLC's Vanguard Ultra-Short Bond ETF Holding Summary

As of 2025-03-31, Fortis Advisors, LLC held 343,479.00 shares of Vanguard Ultra-Short Bond ETF(VUSB), totaling $17.12 Mil. This investment constitutes 11.16% of their stock portfolio, and Fortis Advisors, LLC now holds 0.37% of the outstanding Vanguard Ultra-Short Bond ETF(VUSB) stock.

The initial trade took place in 2022Q3. And since then Fortis Advisors, LLC has made 7 purchases of VUSB, at an average price of $48.85, for a total of 444,277.00 shares. In addition, there have been 4 sales at an average price of $49.55 for 100,798.00 shares. Based on historical transaction data and VUSB's current price of $49.79, Fortis Advisors, LLC's estimated gain on his VUSB holdings is $395,203.31, reflecting a 1.82% gain to date.

Fortis Advisors, LLC VUSB ($49.79) Holding Chart

Fortis Advisors, LLC 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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