Werba Rubin Papier Wealth Management’s Vanguard Large-Cap ETF VV Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$235K Buy
+825
New +$235K 0.04% 189
2025
Q1
Sell
-773
Closed -$208K 209
2024
Q4
$208K Hold
773
0.05% 176
2024
Q3
$204K Buy
+773
New +$204K 0.05% 178