Werba Rubin Papier Wealth Management VUG Holdings History
Werba Rubin Papier Wealth Management's Vanguard Growth ETF Holding Summary
As of 2025-03-31, Werba Rubin Papier Wealth Management held 39,922.00 shares of Vanguard Growth ETF(VUG), totaling $14.80 Mil. This investment constitutes 3.22% of their stock portfolio, and Werba Rubin Papier Wealth Management now holds 0.01% of the outstanding Vanguard Growth ETF(VUG) stock.
The initial trade took place in 2023Q2. And since then Werba Rubin Papier Wealth Management has made 5 purchases of VUG, at an average price of $341.51, for a total of 41,448.00 shares. In addition, there have been 1 sales at an average price of $403.46 for 1,526.00 shares. Based on historical transaction data and VUG's current price of $447.28, Werba Rubin Papier Wealth Management's estimated gain on his VUG holdings is $4.32 Mil, reflecting a 30.50% gain to date.
Werba Rubin Papier Wealth Management VUG ($447.28) Holding Chart
Werba Rubin Papier Wealth Management VUG ($447.28) 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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