Number of Shares
43,426.00
Current Holdings Value*
$2.17 Mil
% of Portfolio
1.01%
Total Estimate Gain
$3,474.08
% of Total Estimate Gain
0.16%

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

As of 2025-03-31, Paragon Private Wealth Management, LLC held 43,426.00 shares of Vanguard Ultra-Short Bond ETF(VUSB), totaling $2.17 Mil. This investment constitutes 1.01% of their stock portfolio, and Paragon Private Wealth Management, LLC now holds 0.04% of the outstanding Vanguard Ultra-Short Bond ETF(VUSB) stock.

The initial trade took place in 2025Q1. And since then Paragon Private Wealth Management, LLC has made 1 purchases of VUSB, at an average price of $49.73, for a total of 43,426.00 shares. Based on historical transaction data and VUSB's current price of $49.81, Paragon Private Wealth Management, LLC's estimated gain on his VUSB holdings is $3,474.08, reflecting a 0.16% gain to date.

Paragon Private Wealth Management, LLC VUSB ($49.81) Holding Chart

Paragon Private Wealth Management, LLC VUSB ($49.81) 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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