RSWM
Robertson Stephens Wealth Management’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $17.5M | Sell |
293,123
-193,103
| -40% | -$11.5M | 0.56% | 36 |
|
|
2025
Q1 | $28.9M | Buy |
486,226
+471,955
| +3,307% | +$28M | 0.99% | 16 |
|
|
2024
Q4 | $828K | Buy |
14,271
+4,787
| +50% | +$278K | 0.03% | 277 |
|
|
2024
Q3 | $573K | Sell |
9,484
-3,054
| -24% | -$185K | 0.02% | 379 |
|
|
2024
Q2 | $730K | Sell |
12,538
-4,187
| -25% | -$244K | 0.04% | 270 |
|
|
2024
Q1 | $979K | Sell |
16,725
-26,909
| -62% | -$1.58M | 0.05% | 234 |
|
|
2023
Q4 | $2.59M | Sell |
43,634
-8,832
| -17% | -$524K | 0.16% | 119 |
|
|
2023
Q3 | $3M | Buy |
+52,466
| New | +$3M | 0.2% | 104 |
|
|
2020
Q3 | – | Sell |
-3,118
| Closed | -$220K | – | 248 |
|
|
2020
Q2 | $220K | Buy |
3,118
+159
| +5% | +$11.2K | 0.06% | 172 |
|
|
2020
Q1 | $209K | Buy |
+2,959
| New | +$209K | 0.07% | 165 |
|