Number of Shares
52,426.00
Current Holdings Value*
$9.06 Mil
% of Portfolio
1.97%
Total Estimate Gain
$1.02 Mil
% of Total Estimate Gain
11.92%

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 $180.34, Werba Rubin Papier Wealth Management's estimated gain on his VTV holdings is $1.02 Mil, reflecting a 11.92% gain to date.

Werba Rubin Papier Wealth Management VTV ($180.34) Holding Chart

Werba Rubin Papier Wealth Management VTV ($180.34) 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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