RSWM
Robertson Stephens Wealth Management’s Vanguard FTSE All-World ex-US ETF VEU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.29M | Buy |
19,245
+4
| +0% | +$269 | 0.04% | 234 |
|
|
2025
Q1 | $1.17M | Buy |
19,241
+2,623
| +16% | +$159K | 0.04% | 245 |
|
|
2024
Q4 | $954K | Buy |
16,618
+5,598
| +51% | +$321K | 0.03% | 259 |
|
|
2024
Q3 | $694K | Buy |
+11,020
| New | +$694K | 0.03% | 341 |
|
|
2023
Q4 | – | Sell |
-5,392
| Closed | -$280K | – | 478 |
|
|
2023
Q3 | $280K | Sell |
5,392
-125
| -2% | -$6.48K | 0.02% | 388 |
|
|
2023
Q2 | $300K | Sell |
5,517
-2,592
| -32% | -$141K | 0.02% | 353 |
|
|
2023
Q1 | $434K | Sell |
8,109
-867
| -10% | -$46.4K | 0.03% | 306 |
|
|
2022
Q4 | $450K | Buy |
8,976
+9
| +0.1% | +$451 | 0.04% | 271 |
|
|
2022
Q3 | $397K | Buy |
8,967
+4,610
| +106% | +$204K | 0.04% | 241 |
|
|
2022
Q2 | $217K | Sell |
4,357
-1,400
| -24% | -$69.7K | 0.02% | 349 |
|
|
2022
Q1 | $331K | Buy |
+5,757
| New | +$331K | 0.03% | 298 |
|
|
2020
Q2 | – | Sell |
-5,292
| Closed | -$217K | – | 215 |
|
|
2020
Q1 | $217K | Buy |
+5,292
| New | +$217K | 0.07% | 164 |
|