WRPWM
Werba Rubin Papier Wealth Management’s Vanguard Total Stock Market ETF VTI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.97M | Buy |
9,785
+33
| +0.3% | +$10K | 0.56% | 31 |
|
|
2025
Q1 | $2.68M | Buy |
9,752
+1,395
| +17% | +$383K | 0.58% | 31 |
|
|
2024
Q4 | $2.42M | Sell |
8,357
-449
| -5% | -$130K | 0.57% | 33 |
|
|
2024
Q3 | $2.49M | Buy |
8,806
+336
| +4% | +$95.1K | 0.58% | 31 |
|
|
2024
Q2 | $2.27M | Sell |
8,470
-1,467
| -15% | -$392K | 0.63% | 31 |
|
|
2024
Q1 | $2.58M | Sell |
9,937
-2,349
| -19% | -$611K | 0.75% | 23 |
|
|
2023
Q4 | $2.91M | Sell |
12,286
-2,623
| -18% | -$622K | 0.99% | 18 |
|
|
2023
Q3 | $3.17M | Sell |
14,909
-1,933
| -11% | -$411K | 1.13% | 16 |
|
|
2023
Q2 | $3.71M | Buy |
16,842
+1,773
| +12% | +$391K | 1.29% | 14 |
|
|
2023
Q1 | $3.08M | Sell |
15,069
-3,465
| -19% | -$707K | 1.21% | 15 |
|
|
2022
Q4 | $3.54M | Buy |
+18,534
| New | +$3.54M | 1.46% | 14 |
|