Global Wealth Management, LLC VUSB Holdings History
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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