RSWM
Robertson Stephens Wealth Management’s Vanguard Small-Cap ETF VB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.25M | Sell |
34,690
-1,571
| -4% | -$374K | 0.26% | 70 |
|
|
2025
Q1 | $8.04M | Sell |
36,261
-698
| -2% | -$155K | 0.28% | 69 |
|
|
2024
Q4 | $8.88M | Sell |
36,959
-9,511
| -20% | -$2.29M | 0.31% | 67 |
|
|
2024
Q3 | $11.1M | Buy |
46,470
+42,729
| +1,142% | +$10.2M | 0.4% | 52 |
|
|
2024
Q2 | $819K | Sell |
3,741
-874
| -19% | -$191K | 0.04% | 255 |
|
|
2024
Q1 | $1.05M | Sell |
4,615
-117
| -2% | -$26.7K | 0.06% | 224 |
|
|
2023
Q4 | $1.01M | Sell |
4,732
-4,942
| -51% | -$1.05M | 0.06% | 219 |
|
|
2023
Q3 | $1.83M | Sell |
9,674
-5,291
| -35% | -$1M | 0.12% | 149 |
|
|
2023
Q2 | $2.98M | Sell |
14,965
-1,094
| -7% | -$218K | 0.21% | 103 |
|
|
2023
Q1 | $3.04M | Sell |
16,059
-8,056
| -33% | -$1.53M | 0.23% | 91 |
|
|
2022
Q4 | $4.43M | Buy |
24,115
+8,666
| +56% | +$1.59M | 0.43% | 52 |
|
|
2022
Q3 | $2.64M | Sell |
15,449
-16,670
| -52% | -$2.85M | 0.28% | 74 |
|
|
2022
Q2 | $5.66M | Buy |
32,119
+17,559
| +121% | +$3.09M | 0.53% | 38 |
|
|
2022
Q1 | $3.09M | Sell |
14,560
-7,519
| -34% | -$1.6M | 0.26% | 79 |
|
|
2021
Q4 | $4.99M | Buy |
+22,079
| New | +$4.99M | 0.42% | 52 |
|