RSWM
Robertson Stephens Wealth Management’s Vanguard Short-Term Corporate Bond ETF VCSH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.4M | Buy |
130,250
+10,094
| +8% | +$802K | 0.33% | 58 |
|
|
2025
Q1 | $9.49M | Buy |
120,156
+8,081
| +7% | +$638K | 0.33% | 60 |
|
|
2024
Q4 | $8.74M | Buy |
112,075
+30,395
| +37% | +$2.37M | 0.31% | 69 |
|
|
2024
Q3 | $6.49M | Buy |
81,680
+16,519
| +25% | +$1.31M | 0.24% | 90 |
|
|
2024
Q2 | $5.04M | Buy |
65,161
+16,779
| +35% | +$1.3M | 0.25% | 72 |
|
|
2024
Q1 | $3.74M | Buy |
48,382
+4,165
| +9% | +$322K | 0.2% | 93 |
|
|
2023
Q4 | $3.42M | Buy |
44,217
+2,954
| +7% | +$229K | 0.21% | 87 |
|
|
2023
Q3 | $3.1M | Buy |
+41,263
| New | +$3.1M | 0.21% | 101 |
|
|
2022
Q2 | – | Sell |
-3,150
| Closed | -$245K | – | 414 |
|
|
2022
Q1 | $245K | Buy |
+3,150
| New | +$245K | 0.02% | 350 |
|
|
2020
Q1 | – | Sell |
-7,130
| Closed | -$577K | – | 192 |
|
|
2019
Q4 | $577K | Buy |
7,130
+940
| +15% | +$76.1K | 0.29% | 56 |
|
|
2019
Q3 | $502K | Hold |
6,190
| – | – | 0.25% | 70 |
|
|
2019
Q2 | $499K | Buy |
+6,190
| New | +$499K | 0.49% | 37 |
|