Robertson Stephens Wealth Management’s Vanguard S&P 500 ETF VOO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $378M | Buy |
632,460
+218,379
| +53% | +$137M | 10.59% | 1 |
|
|
2025
Q4 | $260M | Buy |
414,081
+6,684
| +2% | +$4.15M | 7.32% | 2 |
|
|
2025
Q3 | $250M | Buy |
407,397
+16,811
| +4% | +$9.91M | 7.56% | 2 |
|
|
2025
Q2 | $223M | Buy |
390,586
+11,490
| +3% | +$6.04M | 7.71% | 1 |
|
|
2025
Q1 | $195M | Buy |
379,096
+7,763
| +2% | +$4.2M | 7.29% | 1 |
|
|
2024
Q4 | $200M | Buy |
371,333
+31,638
| +9% | +$17.1M | 7.12% | 1 |
|
|
2024
Q3 | $180M | Buy |
339,695
+54,668
| +19% | +$27.8M | 6.62% | 1 |
|
|
2024
Q2 | $143M | Sell |
285,027
-5,304
| -2% | -$2.55M | 7.48% | 2 |
|
|
2024
Q1 | $140M | Buy |
290,331
+15,177
| +6% | +$6.95M | 7.63% | 1 |
|
|
2023
Q4 | $120M | Buy |
275,154
+60,032
| +28% | +$24.6M | 7.53% | 1 |
|
|
2023
Q3 | $84.8M | Buy |
215,122
+1,754
| +0.8% | +$717K | 5.72% | 2 |
|
|
2023
Q2 | $87.2M | Buy |
213,368
+6,028
| +3% | +$2.33M | 6.36% | 1 |
|
|
2023
Q1 | $78M | Buy |
207,340
+12,160
| +6% | +$4.46M | 6% | 2 |
|
|
2022
Q4 | $68.6M | Buy |
195,180
+11,011
| +6% | +$3.89M | 6.69% | 1 |
|
|
2022
Q3 | $60.7M | Buy |
184,169
+17,528
| +11% | +$6.4M | 6.84% | 1 |
|
|
2022
Q2 | $58M | Sell |
166,641
-2,675
| -2% | -$1.01M | 5.76% | 2 |
|
|
2022
Q1 | $70.3M | Buy |
169,316
+23,430
| +16% | +$9.59M | 6.06% | 1 |
|
|
2021
Q4 | $63.7M | Buy |
145,886
+681
| +0.5% | +$287K | 5.43% | 2 |
|
|
2021
Q3 | $57.5M | Buy |
145,205
+6,920
| +5% | +$2.81M | 6.68% | 1 |
|
|
2021
Q2 | $54.6M | Buy |
138,285
+15,247
| +12% | +$5.85M | 6.56% | 1 |
|
|
2021
Q1 | $44.8M | Buy |
123,038
+24,589
| +25% | +$8.72M | 7.17% | 1 |
|
|
2020
Q4 | $33.8M | Buy |
98,449
+16,225
| +20% | +$5.29M | 7.07% | 1 |
|
|
2020
Q3 | $25.4M | Buy |
82,224
+13,444
| +20% | +$4.1M | 6.24% | 1 |
|
|
2020
Q2 | $19.6M | Buy |
68,780
+26,829
| +64% | +$7.22M | 5.65% | 2 |
|
|
2020
Q1 | $9.94M | Buy |
41,951
+40,162
| +2,245% | +$11.3M | 3.4% | 5 |
|
|
2019
Q4 | $529K | Sell |
1,789
-381
| -18% | -$108K | 0.27% | 61 |
|
|
2019
Q3 | $594K | Buy |
+2,170
| New | +$589K | 0.3% | 65 |
|
Other funds holding VOO
VGA
AA