WRPWM
Werba Rubin Papier Wealth Management’s Vanguard Mid-Cap Growth ETF VOT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.67M | Buy |
9,388
+316
| +3% | +$89.9K | 0.5% | 35 |
|
|
2025
Q1 | $2.22M | Buy |
9,072
+456
| +5% | +$112K | 0.48% | 37 |
|
|
2024
Q4 | $2.19M | Sell |
8,616
-204
| -2% | -$51.8K | 0.52% | 37 |
|
|
2024
Q3 | $2.15M | Sell |
8,820
-120
| -1% | -$29.2K | 0.5% | 36 |
|
|
2024
Q2 | $2.05M | Buy |
8,940
+3,312
| +59% | +$760K | 0.57% | 32 |
|
|
2024
Q1 | $1.33M | Buy |
+5,628
| New | +$1.33M | 0.38% | 38 |
|