WRPWM
Werba Rubin Papier Wealth Management’s Vanguard Health Care ETF VHT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $798K | Buy |
3,213
+2
| +0.1% | +$497 | 0.15% | 84 |
|
|
2025
Q1 | $850K | Sell |
3,211
-762
| -19% | -$202K | 0.18% | 75 |
|
|
2024
Q4 | $1.01M | Sell |
3,973
-105
| -3% | -$26.6K | 0.24% | 62 |
|
|
2024
Q3 | $1.15M | Buy |
4,078
+674
| +20% | +$190K | 0.27% | 55 |
|
|
2024
Q2 | $905K | Buy |
3,404
+711
| +26% | +$189K | 0.25% | 59 |
|
|
2024
Q1 | $728K | Buy |
2,693
+346
| +15% | +$93.6K | 0.21% | 60 |
|
|
2023
Q4 | $588K | Buy |
2,347
+13
| +0.6% | +$3.26K | 0.2% | 51 |
|
|
2023
Q3 | $551K | Buy |
2,334
+26
| +1% | +$6.14K | 0.2% | 57 |
|
|
2023
Q2 | $565K | Sell |
2,308
-15
| -0.6% | -$3.67K | 0.2% | 56 |
|
|
2023
Q1 | $554K | Sell |
2,323
-61
| -3% | -$14.5K | 0.22% | 55 |
|
|
2022
Q4 | $591K | Buy |
+2,384
| New | +$591K | 0.24% | 42 |
|