Schulz Wealth, LTD. VUSB Holdings History

Number of Shares
167,518.00
Current Holdings Value*
$8.35 Mil
% of Portfolio
6.24%
Total Estimate Gain
$129,390.45
% of Total Estimate Gain
1.05%

Schulz Wealth, LTD.'s Vanguard Ultra-Short Bond ETF Holding Summary

As of 2025-06-30, Schulz Wealth, LTD. held 167,518.00 shares of Vanguard Ultra-Short Bond ETF(VUSB), totaling $8.35 Mil. This investment constitutes 6.24% of their stock portfolio, and Schulz Wealth, LTD. now holds 0.16% of the outstanding Vanguard Ultra-Short Bond ETF(VUSB) stock.

The initial trade took place in 2023Q4. In addition, there have been 6 sales at an average price of $49.63 for 83,452.00 shares. Based on historical transaction data and VUSB's current price of $49.79, Schulz Wealth, LTD.'s estimated gain on his VUSB holdings is $129,390.45, reflecting a 1.05% gain to date.

Schulz Wealth, LTD. VUSB ($49.79) Holding Chart

Schulz Wealth, LTD. 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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