StrategIQ Financial Group, LLC VUSB Holdings History
StrategIQ Financial Group, LLC's Vanguard Ultra-Short Bond ETF Holding Summary
As of 2023-12-31, StrategIQ Financial Group, LLC held 434,192.00 shares of Vanguard Ultra-Short Bond ETF(VUSB), totaling $21.47 Mil. This investment constitutes 2.42% of their stock portfolio, and StrategIQ Financial Group, LLC now holds 0.63% of the outstanding Vanguard Ultra-Short Bond ETF(VUSB) stock.
The initial trade took place in 2021Q4. And since then StrategIQ Financial Group, LLC has made 8 purchases of VUSB, at an average price of $48.82, for a total of 437,061.00 shares. In addition, there have been 1 sales at an average price of $49.22 for 2,869.00 shares. Based on historical transaction data and VUSB's current price of $49.84, StrategIQ Financial Group, LLC's estimated gain on his VUSB holdings is $439,670.08, reflecting a 2.06% gain to date.
StrategIQ Financial Group, LLC VUSB ($49.84) Holding Chart
StrategIQ Financial Group, LLC VUSB ($49.84) 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
