WRPWM
Werba Rubin Papier Wealth Management’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $686K | Buy |
12,025
+5,418
| +82% | +$309K | 0.13% | 92 |
|
|
2025
Q1 | $336K | Buy |
6,607
+1,990
| +43% | +$101K | 0.07% | 129 |
|
|
2024
Q4 | $221K | Buy |
4,617
+318
| +7% | +$15.2K | 0.05% | 168 |
|
|
2024
Q3 | $227K | Buy |
+4,299
| New | +$227K | 0.05% | 161 |
|
|
2024
Q2 | – | Sell |
-3,993
| Closed | -$200K | – | 178 |
|
|
2024
Q1 | $200K | Buy |
+3,993
| New | +$200K | 0.06% | 143 |
|