RSWM
Robertson Stephens Wealth Management’s Vanguard Mid-Cap ETF VO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.46M | Sell |
8,762
-528
| -6% | -$148K | 0.08% | 163 |
|
|
2025
Q1 | $2.4M | Buy |
9,290
+488
| +6% | +$126K | 0.08% | 175 |
|
|
2024
Q4 | $2.32M | Sell |
8,802
-122
| -1% | -$32.2K | 0.08% | 179 |
|
|
2024
Q3 | $2.35M | Buy |
8,924
+2,981
| +50% | +$786K | 0.09% | 179 |
|
|
2024
Q2 | $1.44M | Buy |
5,943
+3,477
| +141% | +$845K | 0.07% | 177 |
|
|
2024
Q1 | $616K | Buy |
2,466
+1
| +0% | +$250 | 0.03% | 306 |
|
|
2023
Q4 | $573K | Buy |
2,465
+42
| +2% | +$9.77K | 0.03% | 287 |
|
|
2023
Q3 | $504K | Buy |
+2,423
| New | +$504K | 0.03% | 305 |
|
|
2023
Q2 | – | Sell |
-1,187
| Closed | -$250K | – | 455 |
|
|
2023
Q1 | $250K | Buy |
+1,187
| New | +$250K | 0.02% | 391 |
|
|
2022
Q3 | – | Sell |
-1,168
| Closed | -$230K | – | 391 |
|
|
2022
Q2 | $230K | Buy |
1,168
+262
| +29% | +$51.6K | 0.02% | 333 |
|
|
2022
Q1 | $215K | Sell |
906
-61
| -6% | -$14.5K | 0.02% | 362 |
|
|
2021
Q4 | $246K | Buy |
+967
| New | +$246K | 0.02% | 349 |
|