Wingate Wealth Advisors, Inc. VUSB Holdings History
Wingate Wealth Advisors, Inc.'s Vanguard Ultra-Short Bond ETF Holding Summary
As of 2025-03-31, Wingate Wealth Advisors, Inc. held 26,383.00 shares of Vanguard Ultra-Short Bond ETF(VUSB), totaling $1.32 Mil. This investment constitutes 1.51% of their stock portfolio, and Wingate Wealth Advisors, Inc. now holds 0.03% of the outstanding Vanguard Ultra-Short Bond ETF(VUSB) stock.
The initial trade took place in 2024Q4. And since then Wingate Wealth Advisors, Inc. has made 1 purchases of VUSB, at an average price of $49.72, for a total of 26,383.00 shares. Based on historical transaction data and VUSB's current price of $49.70, Wingate Wealth Advisors, Inc.'s estimated gain on his VUSB holdings is $-759.00, reflecting a -0.06% gain to date.
Wingate Wealth Advisors, Inc. VUSB ($49.70) Holding Chart
Wingate Wealth Advisors, Inc. VUSB ($49.70) 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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