RSWM
Robertson Stephens Wealth Management’s Vanguard FTSE Europe ETF VGK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $26.2M | Buy |
337,528
+112,209
| +50% | +$8.7M | 0.83% | 21 |
|
|
2025
Q1 | $15.8M | Buy |
+225,319
| New | +$15.8M | 0.54% | 33 |
|
|
2023
Q4 | – | Sell |
-10,124
| Closed | -$586K | – | 479 |
|
|
2023
Q3 | $586K | Buy |
10,124
+3,770
| +59% | +$218K | 0.04% | 280 |
|
|
2023
Q2 | $392K | Buy |
+6,354
| New | +$392K | 0.03% | 317 |
|
|
2021
Q3 | – | Sell |
-3,149
| Closed | -$211K | – | 345 |
|
|
2021
Q2 | $211K | Buy |
+3,149
| New | +$211K | 0.03% | 314 |
|
|
2020
Q4 | – | Sell |
-44,740
| Closed | -$2.35M | – | 262 |
|
|
2020
Q3 | $2.35M | Buy |
+44,740
| New | +$2.35M | 0.58% | 39 |
|