WRPWM
Werba Rubin Papier Wealth Management’s Vanguard Small-Cap ETF VB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $605K | Buy |
2,555
+3
| +0.1% | +$711 | 0.11% | 99 |
|
|
2025
Q1 | $566K | Sell |
2,552
-974
| -28% | -$216K | 0.12% | 96 |
|
|
2024
Q4 | $847K | Buy |
3,526
+2
| +0.1% | +$481 | 0.2% | 70 |
|
|
2024
Q3 | $836K | Buy |
3,524
+553
| +19% | +$131K | 0.2% | 72 |
|
|
2024
Q2 | $648K | Sell |
2,971
-1,528
| -34% | -$333K | 0.18% | 73 |
|
|
2024
Q1 | $1.03M | Sell |
4,499
-38
| -0.8% | -$8.69K | 0.3% | 45 |
|
|
2023
Q4 | $968K | Sell |
4,537
-114
| -2% | -$24.3K | 0.33% | 37 |
|
|
2023
Q3 | $879K | Sell |
4,651
-369
| -7% | -$69.8K | 0.31% | 43 |
|
|
2023
Q2 | $998K | Sell |
5,020
-55
| -1% | -$10.9K | 0.35% | 35 |
|
|
2023
Q1 | $962K | Hold |
5,075
| – | – | 0.38% | 34 |
|
|
2022
Q4 | $931K | Buy |
+5,075
| New | +$931K | 0.38% | 30 |
|