RSWM
Robertson Stephens Wealth Management’s Vanguard Communication Services ETF VOX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.58M | Sell |
9,216
-330
| -3% | -$56.4K | 0.05% | 214 |
|
|
2025
Q1 | $1.42M | Sell |
9,546
-159
| -2% | -$23.6K | 0.05% | 220 |
|
|
2024
Q4 | $1.5M | Sell |
9,705
-3,359
| -26% | -$521K | 0.05% | 221 |
|
|
2024
Q3 | $1.91M | Buy |
13,064
+1
| +0% | +$146 | 0.07% | 198 |
|
|
2024
Q2 | $1.81M | Buy |
13,063
+227
| +2% | +$31.4K | 0.09% | 157 |
|
|
2024
Q1 | $1.68M | Buy |
12,836
+5,990
| +87% | +$786K | 0.09% | 173 |
|
|
2023
Q4 | $806K | Sell |
6,846
-35
| -0.5% | -$4.12K | 0.05% | 244 |
|
|
2023
Q3 | $726K | Sell |
6,881
-70
| -1% | -$7.39K | 0.05% | 250 |
|
|
2023
Q2 | $741K | Sell |
6,951
-335
| -5% | -$35.7K | 0.05% | 224 |
|
|
2023
Q1 | $704K | Buy |
7,286
+440
| +6% | +$42.5K | 0.05% | 243 |
|
|
2022
Q4 | $563K | Buy |
+6,846
| New | +$563K | 0.05% | 248 |
|