WRPWM
Werba Rubin Papier Wealth Management’s Avantis All Equity Markets ETF AVGE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.35M | Buy |
30,390
+2,399
| +9% | +$186K | 0.44% | 41 |
|
|
2025
Q1 | $1.99M | Buy |
27,991
+3,359
| +14% | +$239K | 0.43% | 41 |
|
|
2024
Q4 | $1.78M | Buy |
24,632
+1,975
| +9% | +$143K | 0.42% | 42 |
|
|
2024
Q3 | $1.67M | Buy |
22,657
+9,612
| +74% | +$710K | 0.39% | 42 |
|
|
2024
Q2 | $904K | Buy |
13,045
+719
| +6% | +$49.8K | 0.25% | 60 |
|
|
2024
Q1 | $861K | Buy |
12,326
+667
| +6% | +$46.6K | 0.25% | 52 |
|
|
2023
Q4 | $755K | Buy |
11,659
+262
| +2% | +$17K | 0.26% | 44 |
|
|
2023
Q3 | $670K | Buy |
11,397
+1,563
| +16% | +$91.9K | 0.24% | 50 |
|
|
2023
Q2 | $590K | Sell |
9,834
-1,647
| -14% | -$98.8K | 0.2% | 55 |
|
|
2023
Q1 | $664K | Sell |
11,481
-699
| -6% | -$40.4K | 0.26% | 50 |
|
|
2022
Q4 | $676K | Buy |
+12,180
| New | +$676K | 0.28% | 38 |
|