Wharton Business Group, LLC VUSB Holdings History
Wharton Business Group, LLC's Vanguard Ultra-Short Bond ETF Holding Summary
As of 2025-03-31, Wharton Business Group, LLC held 1.39 Mil shares of Vanguard Ultra-Short Bond ETF(VUSB), totaling $69.05 Mil. This investment constitutes 3.12% of their stock portfolio, and Wharton Business Group, LLC now holds 1.48% of the outstanding Vanguard Ultra-Short Bond ETF(VUSB) stock.
The initial trade took place in 2021Q4. And since then Wharton Business Group, LLC has made 8 purchases of VUSB, at an average price of $49.37, for a total of 9.50 Mil shares. In addition, there have been 6 sales at an average price of $49.01 for 8.11 Mil shares. Based on historical transaction data and VUSB's current price of $49.79, Wharton Business Group, LLC's estimated gain on his VUSB holdings is $-2.36 Mil, reflecting a -0.50% gain to date.
Wharton Business Group, LLC VUSB ($49.79) Holding Chart
Wharton Business Group, LLC 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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