Werba Rubin Papier Wealth Management VTV Holdings History
Werba Rubin Papier Wealth Management's Vanguard Value ETF Holding Summary
As of 2025-03-31, Werba Rubin Papier Wealth Management held 52,426.00 shares of Vanguard Value ETF(VTV), totaling $9.06 Mil. This investment constitutes 1.97% of their stock portfolio, and Werba Rubin Papier Wealth Management now holds 0.01% of the outstanding Vanguard Value ETF(VTV) stock.
The initial trade took place in 2024Q1. And since then Werba Rubin Papier Wealth Management has made 4 purchases of VTV, at an average price of $161.09, for a total of 52,978.00 shares. In addition, there have been 1 sales at an average price of $175.52 for 552.00 shares. Based on historical transaction data and VTV's current price of $180.47, Werba Rubin Papier Wealth Management's estimated gain on his VTV holdings is $1.02 Mil, reflecting a 12.00% gain to date.
Werba Rubin Papier Wealth Management VTV ($180.47) Holding Chart
Werba Rubin Papier Wealth Management VTV ($180.47) 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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