Number of Shares
79,871.00
Current Holdings Value*
$3.98 Mil
% of Portfolio
1.88%
Total Estimate Gain
$41,818.91
% of Total Estimate Gain
1.01%

Palisades Hudson Asset Management, L.P.'s Vanguard Ultra-Short Bond ETF Holding Summary

As of 2025-03-31, Palisades Hudson Asset Management, L.P. held 79,871.00 shares of Vanguard Ultra-Short Bond ETF(VUSB), totaling $3.98 Mil. This investment constitutes 1.88% of their stock portfolio, and Palisades Hudson Asset Management, L.P. now holds 0.09% of the outstanding Vanguard Ultra-Short Bond ETF(VUSB) stock.

The initial trade took place in 2022Q1. And since then Palisades Hudson Asset Management, L.P. has made 11 purchases of VUSB, at an average price of $49.27, for a total of 83,725.00 shares. In addition, there have been 2 sales at an average price of $49.24 for 3,854.00 shares. Based on historical transaction data and VUSB's current price of $49.79, Palisades Hudson Asset Management, L.P.'s estimated gain on his VUSB holdings is $41,818.91, reflecting a 1.01% gain to date.

Palisades Hudson Asset Management, L.P. VUSB ($49.79) Holding Chart

Palisades Hudson Asset Management, L.P. 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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