RSWM
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Robertson Stephens Wealth Management’s Vanguard Small-Cap Growth ETF VBK Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$7.08M Sell
25,510
-1,140
-4% -$316K 0.23% 80
2025
Q1
$6.71M Buy
26,650
+607
+2% +$153K 0.23% 81
2024
Q4
$7.29M Sell
26,043
-768
-3% -$215K 0.26% 77
2024
Q3
$7.17M Buy
+26,811
New +$7.17M 0.26% 83