Number of Shares
31,068.00
Current Holdings Value*
$1.55 Mil
% of Portfolio
1.27%
Total Estimate Gain
$3,417.48
% of Total Estimate Gain
0.22%

GEN Financial Management, INC.'s Vanguard Ultra-Short Bond ETF Holding Summary

As of 2025-06-30, GEN Financial Management, INC. held 31,068.00 shares of Vanguard Ultra-Short Bond ETF(VUSB), totaling $1.55 Mil. This investment constitutes 1.27% of their stock portfolio, and GEN Financial Management, INC. now holds 0.03% of the outstanding Vanguard Ultra-Short Bond ETF(VUSB) stock.

The initial trade took place in 2025Q2. And since then GEN Financial Management, INC. has made 1 purchases of VUSB, at an average price of $49.68, for a total of 31,068.00 shares. Based on historical transaction data and VUSB's current price of $49.79, GEN Financial Management, INC.'s estimated gain on his VUSB holdings is $3,417.48, reflecting a 0.22% gain to date.

GEN Financial Management, INC. VUSB ($49.79) Holding Chart

GEN Financial Management, 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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