SpringVest Wealth Management LLC VUSB Holdings History
SpringVest Wealth Management LLC's Vanguard Ultra-Short Bond ETF Holding Summary
As of 2025-03-31, SpringVest Wealth Management LLC held 184,024.00 shares of Vanguard Ultra-Short Bond ETF(VUSB), totaling $9.17 Mil. This investment constitutes 7.61% of their stock portfolio, and SpringVest Wealth Management LLC now holds 0.18% of the outstanding Vanguard Ultra-Short Bond ETF(VUSB) stock.
The initial trade took place in 2024Q4. In addition, there have been 1 sales at an average price of $49.73 for 17,397.00 shares. Based on historical transaction data and VUSB's current price of $49.81, SpringVest Wealth Management LLC's estimated gain on his VUSB holdings is $18,750.34, reflecting a 0.19% gain to date.
SpringVest Wealth Management LLC VUSB ($49.81) Holding Chart
SpringVest 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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