WRPWM
Werba Rubin Papier Wealth Management’s Vanguard Information Technology ETF VGT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $741K | Hold |
1,117
| – | – | 0.14% | 87 |
|
|
2025
Q1 | $606K | Sell |
1,117
-135
| -11% | -$73.2K | 0.13% | 90 |
|
|
2024
Q4 | $778K | Sell |
1,252
-35
| -3% | -$21.8K | 0.18% | 74 |
|
|
2024
Q3 | $755K | Buy |
1,287
+118
| +10% | +$69.2K | 0.18% | 78 |
|
|
2024
Q2 | $674K | Buy |
1,169
+453
| +63% | +$261K | 0.19% | 70 |
|
|
2024
Q1 | $375K | Buy |
+716
| New | +$375K | 0.11% | 90 |
|