Werba Rubin Papier Wealth Management’s Vanguard Small-Cap ETF VB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $650K | Buy |
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|
2025
Q2 | $605K | Buy |
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|
2025
Q1 | $566K | Sell |
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|
2024
Q4 | $847K | Buy |
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|
2024
Q3 | $836K | Buy |
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|
2024
Q2 | $648K | Sell |
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|
2024
Q1 | $1.03M | Sell |
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|
2023
Q4 | $968K | Sell |
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|
2023
Q3 | $879K | Sell |
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|
2023
Q2 | $998K | Sell |
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|
2023
Q1 | $962K | Hold |
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|
2022
Q4 | $931K | Buy |
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