Number of Shares
570,979.00
Current Holdings Value*
$28.39 Mil
% of Portfolio
15.57%
Total Estimate Gain
$47,188.91
% of Total Estimate Gain
0.15%

Global Wealth Management, LLC's Vanguard Ultra-Short Bond ETF Holding Summary

As of 2025-06-30, Global Wealth Management, LLC held 570,979.00 shares of Vanguard Ultra-Short Bond ETF(VUSB), totaling $28.39 Mil. This investment constitutes 15.57% of their stock portfolio, and Global Wealth Management, LLC now holds 0.54% of the outstanding Vanguard Ultra-Short Bond ETF(VUSB) stock.

The initial trade took place in 2024Q3. And since then Global Wealth Management, LLC has made 1 purchases of VUSB, at an average price of $49.71, for a total of 613,442.00 shares. In addition, there have been 2 sales at an average price of $49.69 for 42,463.00 shares. Based on historical transaction data and VUSB's current price of $49.79, Global Wealth Management, LLC's estimated gain on his VUSB holdings is $47,188.91, reflecting a 0.15% gain to date.

Global Wealth Management, LLC VUSB ($49.79) Holding Chart

Global Wealth Management, 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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