Robertson Stephens Wealth Management’s Vanguard S&P 500 Value ETF VOOV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
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|
2023
Q2 | $387K | Hold |
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|
2023
Q1 | $363K | Hold |
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|
2022
Q4 | $347K | Hold |
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|
2022
Q3 | $309K | Hold |
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|
2022
Q2 | $328K | Hold |
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|
2022
Q1 | $372K | Hold |
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|
2021
Q4 | $374K | Sell |
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|
2021
Q3 | $1.05M | Sell |
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|
2021
Q2 | $1.41M | Hold |
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|
2021
Q1 | $1.35M | Hold |
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|
2020
Q4 | $1.22M | Hold |
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|
2020
Q3 | $1.08M | Sell |
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|
2020
Q2 | $1.03M | Hold |
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|
2020
Q1 | $924K | Hold |
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|
2019
Q4 | $1.24M | Hold |
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|
2019
Q3 | $1.15M | Buy |
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