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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $223M | Buy |
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|
2025
Q1 | $195M | Buy |
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|
2024
Q4 | $200M | Buy |
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|
2024
Q3 | $180M | Buy |
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|
2024
Q2 | $143M | Sell |
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|
2024
Q1 | $140M | Buy |
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|
2023
Q4 | $120M | Buy |
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|
2023
Q3 | $84.8M | Buy |
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|
2023
Q2 | $87.2M | Buy |
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|
2023
Q1 | $78M | Buy |
|
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|
2022
Q4 | $68.6M | Buy |
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|
2022
Q3 | $60.7M | Buy |
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|
2022
Q2 | $58M | Sell |
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|
2022
Q1 | $70.3M | Buy |
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|
2021
Q4 | $63.7M | Buy |
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|
2021
Q3 | $57.5M | Buy |
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|
2021
Q2 | $54.6M | Buy |
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|
2021
Q1 | $44.8M | Buy |
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|
2020
Q4 | $33.8M | Buy |
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|
2020
Q3 | $25.4M | Buy |
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|
2020
Q2 | $19.6M | Buy |
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|
2020
Q1 | $9.94M | Buy |
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|
2019
Q4 | $529K | Sell |
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|
2019
Q3 | $594K | Buy |
|