WRPWM
Werba Rubin Papier Wealth Management’s Vanguard Small-Cap Growth ETF VBK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.67M | Buy |
6,017
+240
| +4% | +$66.5K | 0.31% | 50 |
|
|
2025
Q1 | $1.45M | Buy |
5,777
+262
| +5% | +$66K | 0.32% | 50 |
|
|
2024
Q4 | $1.54M | Sell |
5,515
-132
| -2% | -$37K | 0.36% | 45 |
|
|
2024
Q3 | $1.51M | Buy |
5,647
+29
| +0.5% | +$7.75K | 0.35% | 46 |
|
|
2024
Q2 | $1.41M | Buy |
5,618
+1,923
| +52% | +$481K | 0.39% | 42 |
|
|
2024
Q1 | $963K | Buy |
+3,695
| New | +$963K | 0.28% | 48 |
|