Robertson Stephens Wealth Management’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$5.1M Sell
2025
Q1
$7.29M Buy
2024
Q4
$6.27M Buy
2024
Q3
$5.05M Sell
2024
Q2
$6.07M Buy
2024
Q1
$1.46M Sell
2023
Q4
$1.91M Sell
2023
Q3
$5.78M Buy
2023
Q2
$1.82M Buy
2023
Q1
$380K Sell
2022
Q4
$1.17M Buy
2020
Q3
Sell
2020
Q2
$279K Buy
2020
Q1
$250K Buy