WRPWM
Werba Rubin Papier Wealth Management’s Vanguard Total Bond Market BND Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $14.8M | Buy |
200,994
+72,561
| +56% | +$5.34M | 2.78% | 8 |
|
|
2025
Q1 | $9.43M | Buy |
128,433
+114,181
| +801% | +$8.39M | 2.05% | 10 |
|
|
2024
Q4 | $1.02M | Buy |
+14,252
| New | +$1.02M | 0.24% | 61 |
|
|
2023
Q3 | – | Sell |
-2,825
| Closed | -$205K | – | 126 |
|
|
2023
Q2 | $205K | Buy |
+2,825
| New | +$205K | 0.07% | 108 |
|