WRPWM
Werba Rubin Papier Wealth Management’s Schwab Fundamental US Broad Market Index ETF FNDB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $397K | Hold |
16,574
| – | – | 0.07% | 131 |
|
|
2025
Q1 | $381K | Hold |
16,574
| – | – | 0.08% | 119 |
|
|
2024
Q4 | $386K | Buy |
16,574
+11,049
| +200% | +$257K | 0.09% | 119 |
|
|
2024
Q3 | $389K | Hold |
5,525
| – | – | 0.09% | 117 |
|
|
2024
Q2 | $362K | Hold |
5,525
| – | – | 0.1% | 109 |
|
|
2024
Q1 | $366K | Hold |
5,525
| – | – | 0.11% | 92 |
|
|
2023
Q4 | $338K | Hold |
5,525
| – | – | 0.11% | 76 |
|
|
2023
Q3 | $304K | Hold |
5,525
| – | – | 0.11% | 84 |
|
|
2023
Q2 | $313K | Buy |
5,525
+27
| +0.5% | +$1.53K | 0.11% | 82 |
|
|
2023
Q1 | $298K | Buy |
5,498
+26
| +0.5% | +$1.41K | 0.12% | 76 |
|
|
2022
Q4 | $288K | Buy |
+5,472
| New | +$288K | 0.12% | 74 |
|