WRPWM
Werba Rubin Papier Wealth Management’s Vanguard Mid-Cap Value ETF VOE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.38M | Buy |
14,460
+572
| +4% | +$94.1K | 0.45% | 39 |
|
|
2025
Q1 | $2.23M | Buy |
13,888
+787
| +6% | +$126K | 0.48% | 36 |
|
|
2024
Q4 | $2.12M | Sell |
13,101
-247
| -2% | -$40K | 0.5% | 38 |
|
|
2024
Q3 | $2.24M | Sell |
13,348
-43
| -0.3% | -$7.21K | 0.53% | 34 |
|
|
2024
Q2 | $2.01M | Buy |
13,391
+5,138
| +62% | +$773K | 0.56% | 33 |
|
|
2024
Q1 | $1.29M | Buy |
+8,253
| New | +$1.29M | 0.37% | 39 |
|