Werba Rubin Papier Wealth Management’s Vanguard Value ETF VTV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10M | Buy |
56,841
+4,415
| +8% | +$780K | 1.89% | 12 |
|
|
2025
Q1 | $9.06M | Buy |
52,426
+6,739
| +15% | +$1.16M | 1.97% | 12 |
|
|
2024
Q4 | $7.73M | Sell |
45,687
-552
| -1% | -$93.5K | 1.82% | 10 |
|
|
2024
Q3 | $8.07M | Buy |
46,239
+9,099
| +24% | +$1.59M | 1.89% | 10 |
|
|
2024
Q2 | $5.96M | Buy |
37,140
+19,416
| +110% | +$3.11M | 1.64% | 10 |
|
|
2024
Q1 | $2.89M | Buy |
+17,724
| New | +$2.89M | 0.84% | 21 |
|