Werba Rubin Papier Wealth Management’s Vanguard FTSE All-World ex-US ETF VEU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $243K | Buy |
3,614
+105
| +3% | +$7.06K | 0.05% | 185 |
|
|
2025
Q1 | $213K | Buy |
3,509
+6
| +0.2% | +$364 | 0.05% | 176 |
|
|
2024
Q4 | $201K | Buy |
3,503
+14
| +0.4% | +$804 | 0.05% | 183 |
|
|
2024
Q3 | $220K | Buy |
+3,489
| New | +$220K | 0.05% | 167 |
|
|
2024
Q2 | – | Sell |
-3,441
| Closed | -$202K | – | 179 |
|
|
2024
Q1 | $202K | Sell |
3,441
-8,088
| -70% | -$474K | 0.06% | 142 |
|
|
2023
Q4 | $647K | Sell |
11,529
-6,315
| -35% | -$355K | 0.22% | 47 |
|
|
2023
Q3 | $926K | Buy |
17,844
+534
| +3% | +$27.7K | 0.33% | 41 |
|
|
2023
Q2 | $942K | Buy |
17,310
+1,643
| +10% | +$89.4K | 0.33% | 39 |
|
|
2023
Q1 | $838K | Sell |
15,667
-1,969
| -11% | -$105K | 0.33% | 41 |
|
|
2022
Q4 | $884K | Buy |
+17,636
| New | +$884K | 0.36% | 31 |
|