WRPWM
Werba Rubin Papier Wealth Management’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.54M | Buy |
32,826
+736
| +2% | +$56.9K | 0.48% | 36 |
|
|
2025
Q1 | $2.46M | Buy |
32,090
+1,146
| +4% | +$87.8K | 0.53% | 35 |
|
|
2024
Q4 | $2.31M | Buy |
30,944
+3,468
| +13% | +$259K | 0.55% | 34 |
|
|
2024
Q3 | $2.15M | Buy |
27,476
+1,682
| +7% | +$132K | 0.51% | 35 |
|
|
2024
Q2 | $1.93M | Buy |
25,794
+13,029
| +102% | +$976K | 0.53% | 34 |
|
|
2024
Q1 | $962K | Buy |
12,765
+8,406
| +193% | +$634K | 0.28% | 49 |
|
|
2023
Q4 | $333K | Sell |
4,359
-4,198
| -49% | -$321K | 0.11% | 77 |
|
|
2023
Q3 | $619K | Sell |
8,557
-55
| -0.6% | -$3.98K | 0.22% | 53 |
|
|
2023
Q2 | $648K | Buy |
8,612
+914
| +12% | +$68.8K | 0.22% | 51 |
|
|
2023
Q1 | $591K | Sell |
7,698
-24
| -0.3% | -$1.84K | 0.23% | 53 |
|
|
2022
Q4 | $574K | Buy |
+7,722
| New | +$574K | 0.24% | 44 |
|