RSWM
Robertson Stephens Wealth Management’s Vanguard Energy ETF VDE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $396K | Buy |
3,325
+4
| +0.1% | +$477 | 0.01% | 406 |
|
|
2025
Q1 | $431K | Sell |
3,321
-331
| -9% | -$42.9K | 0.01% | 383 |
|
|
2024
Q4 | $443K | Sell |
3,652
-971
| -21% | -$118K | 0.02% | 377 |
|
|
2024
Q3 | $571K | Buy |
4,623
+108
| +2% | +$13.3K | 0.02% | 382 |
|
|
2024
Q2 | $580K | Sell |
4,515
-2,751
| -38% | -$354K | 0.03% | 311 |
|
|
2024
Q1 | $957K | Buy |
7,266
+2,658
| +58% | +$350K | 0.05% | 237 |
|
|
2023
Q4 | $540K | Buy |
4,608
+31
| +0.7% | +$3.64K | 0.03% | 298 |
|
|
2023
Q3 | $584K | Hold |
4,577
| – | – | 0.04% | 282 |
|
|
2023
Q2 | $521K | Sell |
4,577
-9,218
| -67% | -$1.05M | 0.04% | 268 |
|
|
2023
Q1 | $1.58M | Buy |
13,795
+2
| +0% | +$228 | 0.12% | 150 |
|
|
2022
Q4 | $1.67M | Buy |
13,793
+5
| +0% | +$606 | 0.16% | 126 |
|
|
2022
Q3 | $1.42M | Hold |
13,788
| – | – | 0.15% | 118 |
|
|
2022
Q2 | $1.37M | Buy |
+13,788
| New | +$1.37M | 0.13% | 129 |
|