WRPWM
Werba Rubin Papier Wealth Management’s Avantis Core Fixed Income ETF AVIG Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $604K | Buy |
+14,509
| New | +$604K | 0.11% | 100 |
|
2024
Q1 | – | Sell |
-6,785
| Closed | -$284K | – | 154 |
|
2023
Q4 | $284K | Hold |
6,785
| – | – | 0.1% | 85 |
|
2023
Q3 | $269K | Hold |
6,785
| – | – | 0.1% | 91 |
|
2023
Q2 | $281K | Buy |
+6,785
| New | +$281K | 0.1% | 87 |
|