Robertson Stephens Wealth Management’s Vanguard Intermediate-Term Corporate Bond ETF VCIT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$91M	Buy	1,099,963 +44,815	+4%	+$3.75M	2.55%	8
2025 Q4	$88.4M	Buy	1,055,148 +69,950	+7%	+$5.88M	2.49%	10
2025 Q3	$82.9M	Buy	985,198 +101,560	+11%	+$8.45M	2.5%	9
2025 Q2	$73.3M	Buy	883,638 +34,937	+4%	+$2.84M	2.54%	10
2025 Q1	$69.4M	Buy	848,701 +15,241	+2%	+$1.23M	2.6%	10
2024 Q4	$66.9M	Buy	833,460 +206,977	+33%	+$16.9M	2.38%	7
2024 Q3	$52.5M	Buy	626,483 +620,187	+9,850%	+$51M	1.93%	9
2024 Q2	$503K	Sell	6,296 -9,530	-60%	-$757K	0.03%	334
2024 Q1	$1.27M	Sell	15,826 -5,336	-25%	-$428K	0.07%	204
2023 Q4	$1.72M	Buy	21,162 +5,181	+32%	+$400K	0.11%	157
2023 Q3	$1.21M	Buy	15,981 +11,009	+221%	+$856K	0.08%	189
2023 Q2	$393K	Sell	4,972 -725	-13%	-$57.6K	0.03%	317
2023 Q1	$457K	Sell	5,697 -78,909	-93%	-$6.25M	0.04%	298
2022 Q4	$6.56M	Buy	+84,606	New	+$6.5M	0.64%	36
2020 Q2	–	Sell	-11,984	Closed	-$1.04M	–	215
2020 Q1	$1.04M	Buy	11,984 +9,112	+317%	+$829K	0.36%	64
2019 Q4	$262K	Sell	2,872 -2,901	-50%	-$265K	0.13%	91
2019 Q3	$527K	Buy	+5,773	New	+$523K	0.27%	68