Robertson Stephens Wealth Management’s Vanguard Small-Cap ETF VB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.25M | Sell |
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|
2025
Q1 | $8.04M | Sell |
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|
2024
Q4 | $8.88M | Sell |
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|
2024
Q3 | $11.1M | Buy |
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|
2024
Q2 | $819K | Sell |
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|
2024
Q1 | $1.05M | Sell |
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|
2023
Q4 | $1.01M | Sell |
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|
2023
Q3 | $1.83M | Sell |
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|
2023
Q2 | $2.98M | Sell |
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|
2023
Q1 | $3.04M | Sell |
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|
2022
Q4 | $4.43M | Buy |
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|
2022
Q3 | $2.64M | Sell |
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|
2022
Q2 | $5.66M | Buy |
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|
2022
Q1 | $3.09M | Sell |
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|
2021
Q4 | $4.99M | Buy |
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