WRPWM
Werba Rubin Papier Wealth Management’s Vanguard S&P 500 ETF VOO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.07M | Sell |
8,928
-158
| -2% | -$89.7K | 0.95% | 20 |
|
|
2025
Q1 | $4.67M | Sell |
9,086
-932
| -9% | -$479K | 1.02% | 17 |
|
|
2024
Q4 | $5.4M | Buy |
10,018
+379
| +4% | +$204K | 1.27% | 12 |
|
|
2024
Q3 | $5.09M | Buy |
9,639
+771
| +9% | +$407K | 1.19% | 13 |
|
|
2024
Q2 | $4.44M | Sell |
8,868
-588
| -6% | -$294K | 1.22% | 12 |
|
|
2024
Q1 | $4.55M | Buy |
9,456
+671
| +8% | +$323K | 1.32% | 11 |
|
|
2023
Q4 | $3.84M | Buy |
8,785
+132
| +2% | +$57.7K | 1.3% | 11 |
|
|
2023
Q3 | $3.41M | Buy |
8,653
+358
| +4% | +$141K | 1.21% | 14 |
|
|
2023
Q2 | $3.38M | Buy |
8,295
+389
| +5% | +$158K | 1.17% | 15 |
|
|
2023
Q1 | $2.97M | Buy |
7,906
+1,350
| +21% | +$508K | 1.17% | 16 |
|
|
2022
Q4 | $2.3M | Buy |
+6,556
| New | +$2.3M | 0.95% | 19 |
|