WRPWM
Werba Rubin Papier Wealth Management’s Vanguard Small-Cap Value ETF VBR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.08M | Sell |
15,798
-278
| -2% | -$54.2K | 0.58% | 30 |
|
|
2025
Q1 | $2.99M | Sell |
16,076
-1,030
| -6% | -$192K | 0.65% | 27 |
|
|
2024
Q4 | $3.39M | Sell |
17,106
-78
| -0.5% | -$15.5K | 0.8% | 22 |
|
|
2024
Q3 | $3.45M | Sell |
17,184
-749
| -4% | -$150K | 0.81% | 22 |
|
|
2024
Q2 | $3.27M | Buy |
17,933
+2,575
| +17% | +$470K | 0.9% | 20 |
|
|
2024
Q1 | $2.95M | Sell |
15,358
-842
| -5% | -$162K | 0.85% | 19 |
|
|
2023
Q4 | $2.92M | Sell |
16,200
-1,081
| -6% | -$195K | 0.99% | 17 |
|
|
2023
Q3 | $2.76M | Sell |
17,281
-462
| -3% | -$73.7K | 0.98% | 20 |
|
|
2023
Q2 | $2.93M | Buy |
17,743
+434
| +3% | +$71.8K | 1.02% | 17 |
|
|
2023
Q1 | $2.75M | Sell |
17,309
-2,647
| -13% | -$420K | 1.08% | 18 |
|
|
2022
Q4 | $3.17M | Buy |
+19,956
| New | +$3.17M | 1.31% | 15 |
|