RSWM
Robertson Stephens Wealth Management’s Vanguard Mid-Cap Growth ETF VOT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12.8M | Buy |
44,857
+404
| +0.9% | +$115K | 0.41% | 47 |
|
|
2025
Q1 | $10.9M | Buy |
44,453
+1,185
| +3% | +$290K | 0.37% | 50 |
|
|
2024
Q4 | $11M | Sell |
43,268
-1,565
| -3% | -$397K | 0.39% | 52 |
|
|
2024
Q3 | $10.9M | Buy |
+44,833
| New | +$10.9M | 0.4% | 55 |
|
|
2023
Q1 | – | Sell |
-1,138
| Closed | -$205K | – | 462 |
|
|
2022
Q4 | $205K | Buy |
+1,138
| New | +$205K | 0.02% | 391 |
|
|
2022
Q2 | – | Sell |
-1,138
| Closed | -$253K | – | 415 |
|
|
2022
Q1 | $253K | Buy |
+1,138
| New | +$253K | 0.02% | 343 |
|