Werba Rubin Papier Wealth Management’s Avantis Moderate Allocation ETF AVMA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$209K Sell
2025
Q1
$200K Sell
2024
Q4
$206K Sell
2024
Q3
$219K Sell
2024
Q2
$218K Sell
2024
Q1
$223K Sell
2023
Q4
$221K Buy