RSWM
Robertson Stephens Wealth Management’s VanEck Biotech ETF BBH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $215K | Buy |
1,402
+50
| +4% | +$7.66K | 0.01% | 518 |
|
|
2025
Q1 | $213K | Sell |
1,352
-80
| -6% | -$12.6K | 0.01% | 516 |
|
|
2024
Q4 | $225K | Hold |
1,432
| – | – | 0.01% | 526 |
|
|
2024
Q3 | $254K | Hold |
1,432
| – | – | 0.01% | 545 |
|
|
2024
Q2 | $241K | Hold |
1,432
| – | – | 0.01% | 447 |
|
|
2024
Q1 | $238K | Sell |
1,432
-43
| -3% | -$7.15K | 0.01% | 457 |
|
|
2023
Q4 | $244K | Hold |
1,475
| – | – | 0.01% | 411 |
|
|
2023
Q3 | $230K | Sell |
1,475
-250
| -14% | -$38.9K | 0.02% | 409 |
|
|
2023
Q2 | $269K | Hold |
1,725
| – | – | 0.02% | 366 |
|
|
2023
Q1 | $280K | Buy |
1,725
+20
| +1% | +$3.24K | 0.02% | 376 |
|
|
2022
Q4 | $272K | Buy |
+1,705
| New | +$272K | 0.03% | 350 |
|