WRPWM
Werba Rubin Papier Wealth Management’s Vanguard Real Estate ETF VNQ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $726K | Buy |
8,155
+2,111
| +35% | +$188K | 0.14% | 89 |
|
|
2025
Q1 | $547K | Sell |
6,044
-1,632
| -21% | -$148K | 0.12% | 99 |
|
|
2024
Q4 | $684K | Sell |
7,676
-152
| -2% | -$13.5K | 0.16% | 79 |
|
|
2024
Q3 | $763K | Buy |
7,828
+3,673
| +88% | +$358K | 0.18% | 77 |
|
|
2024
Q2 | $348K | Sell |
4,155
-1,669
| -29% | -$140K | 0.1% | 111 |
|
|
2024
Q1 | $504K | Buy |
5,824
+138
| +2% | +$11.9K | 0.15% | 79 |
|
|
2023
Q4 | $502K | Sell |
5,686
-801
| -12% | -$70.8K | 0.17% | 56 |
|
|
2023
Q3 | $496K | Buy |
6,487
+1,253
| +24% | +$95.7K | 0.18% | 59 |
|
|
2023
Q2 | $437K | Sell |
5,234
-219
| -4% | -$18.3K | 0.15% | 62 |
|
|
2023
Q1 | $453K | Buy |
5,453
+62
| +1% | +$5.15K | 0.18% | 57 |
|
|
2022
Q4 | $445K | Buy |
+5,391
| New | +$445K | 0.18% | 55 |
|