Robertson Stephens Wealth Management’s Vanguard Mid-Cap Value ETF VOE Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$5.56M	Sell	33,653 -1,463	-4%	-$242K	0.18%	93
2025 Q1	$5.64M	Sell	35,116 -552	-2%	-$88.6K	0.19%	93
2024 Q4	$5.77M	Sell	35,668 -109	-0.3%	-$17.6K	0.2%	99
2024 Q3	$6M	Buy	+35,777	New	+$6M	0.22%	94