Number of Shares
55,237.00
Current Holdings Value*
$2.75 Mil
% of Portfolio
1.25%
Total Estimate Gain
$5,799.88
% of Total Estimate Gain
0.21%

Walker Financial Services, Inc.'s Vanguard Ultra-Short Bond ETF Holding Summary

As of 2025-06-30, Walker Financial Services, Inc. held 55,237.00 shares of Vanguard Ultra-Short Bond ETF(VUSB), totaling $2.75 Mil. This investment constitutes 1.25% of their stock portfolio, and Walker Financial Services, Inc. now holds 0.05% of the outstanding Vanguard Ultra-Short Bond ETF(VUSB) stock.

The initial trade took place in 2025Q2. And since then Walker Financial Services, Inc. has made 1 purchases of VUSB, at an average price of $49.68, for a total of 55,237.00 shares. Based on historical transaction data and VUSB's current price of $49.79, Walker Financial Services, Inc.'s estimated gain on his VUSB holdings is $5,799.88, reflecting a 0.21% gain to date.

Walker Financial Services, Inc. VUSB ($49.79) Holding Chart

Walker Financial Services, Inc. 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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