WRPWM
Werba Rubin Papier Wealth Management’s Avantis US Equity ETF AVUS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $65.7M | Buy |
651,767
+29,972
| +5% | +$3.02M | 12.35% | 1 |
|
|
2025
Q1 | $57.4M | Buy |
621,795
+8,062
| +1% | +$745K | 12.49% | 1 |
|
|
2024
Q4 | $59.5M | Buy |
613,733
+10,229
| +2% | +$991K | 14.03% | 1 |
|
|
2024
Q3 | $57.4M | Buy |
603,504
+37,255
| +7% | +$3.54M | 13.47% | 1 |
|
|
2024
Q2 | $51.1M | Sell |
566,249
-13,479
| -2% | -$1.22M | 14.1% | 1 |
|
|
2024
Q1 | $51.9M | Buy |
579,728
+466
| +0.1% | +$41.7K | 15.05% | 1 |
|
|
2023
Q4 | $47.2M | Buy |
579,262
+5,605
| +1% | +$457K | 16.03% | 1 |
|
|
2023
Q3 | $42M | Sell |
573,657
-1,510
| -0.3% | -$111K | 14.96% | 1 |
|
|
2023
Q2 | $43.2M | Buy |
575,167
+76,580
| +15% | +$5.76M | 15.01% | 1 |
|
|
2023
Q1 | $35.3M | Sell |
498,587
-34,775
| -7% | -$2.46M | 13.88% | 2 |
|
|
2022
Q4 | $36.3M | Buy |
+533,362
| New | +$36.3M | 14.96% | 2 |
|