WRPWM
Werba Rubin Papier Wealth Management’s Avantis International Large Cap Value ETF AVIV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.71M | Sell |
43,527
-1,720
| -4% | -$107K | 0.51% | 34 |
|
|
2025
Q1 | $2.56M | Buy |
45,247
+2,954
| +7% | +$167K | 0.56% | 34 |
|
|
2024
Q4 | $2.19M | Sell |
42,293
-336
| -0.8% | -$17.4K | 0.52% | 36 |
|
|
2024
Q3 | $2.39M | Buy |
42,629
+34,772
| +443% | +$1.95M | 0.56% | 33 |
|
|
2024
Q2 | $412K | Buy |
7,857
+15
| +0.2% | +$787 | 0.11% | 100 |
|
|
2024
Q1 | $424K | Hold |
7,842
| – | – | 0.12% | 86 |
|
|
2023
Q4 | $404K | Buy |
7,842
+162
| +2% | +$8.34K | 0.14% | 66 |
|
|
2023
Q3 | $370K | Buy |
7,680
+33
| +0.4% | +$1.59K | 0.13% | 76 |
|
|
2023
Q2 | $372K | Sell |
7,647
-258
| -3% | -$12.5K | 0.13% | 71 |
|
|
2023
Q1 | $381K | Hold |
7,905
| – | – | 0.15% | 67 |
|
|
2022
Q4 | $357K | Buy |
+7,905
| New | +$357K | 0.15% | 67 |
|