Werba Rubin Papier Wealth Management’s Vanguard Real Estate ETF VNQ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $799K | Buy |
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|
2025
Q2 | $726K | Buy |
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|
2025
Q1 | $547K | Sell |
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|
2024
Q4 | $684K | Sell |
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|
2024
Q3 | $763K | Buy |
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|
2024
Q2 | $348K | Sell |
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|
2024
Q1 | $504K | Buy |
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|
2023
Q4 | $502K | Sell |
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|
2023
Q3 | $496K | Buy |
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|
2023
Q2 | $437K | Sell |
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|
2023
Q1 | $453K | Buy |
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|
2022
Q4 | $445K | Buy |
|