Efficient Wealth Management LLC
Holdings in VHI
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $52,682 | 4,372 | Shares | Sole | 2026-01-23 |
| 2025-09-30 | $68,990 | 4,372 | Shares | Sole | 2025-10-24 |
| 2025-06-30 | $70,651 | 4,372 | Shares | Sole | 2025-07-31 |
| 2025-03-31 | $71,045 | 4,372 | Shares | Sole | 2025-05-09 |
| 2024-12-31 | $102,261 | 4,372 | Shares | Sole | 2025-01-29 |
| 2024-09-30 | $145,893 | 4,372 | Shares | Sole | 2024-10-18 |