RSWM
Robertson Stephens Wealth Management’s Vanguard FTSE Pacific ETF VPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.24M | Buy |
51,538
+4,594
| +10% | +$378K | 0.13% | 117 |
|
|
2025
Q1 | $3.4M | Sell |
46,944
-809
| -2% | -$58.6K | 0.12% | 139 |
|
|
2024
Q4 | $3.39M | Sell |
47,753
-107,368
| -69% | -$7.63M | 0.12% | 149 |
|
|
2024
Q3 | $12.2M | Buy |
155,121
+141,459
| +1,035% | +$11.1M | 0.44% | 48 |
|
|
2024
Q2 | $1.01M | Sell |
13,662
-7,267
| -35% | -$539K | 0.05% | 224 |
|
|
2024
Q1 | $1.59M | Sell |
20,929
-6
| -0% | -$456 | 0.08% | 177 |
|
|
2023
Q4 | $1.51M | Buy |
20,935
+328
| +2% | +$23.6K | 0.09% | 174 |
|
|
2023
Q3 | $1.38M | Sell |
20,607
-790
| -4% | -$52.8K | 0.09% | 167 |
|
|
2023
Q2 | $1.49M | Sell |
21,397
-327
| -2% | -$22.8K | 0.11% | 159 |
|
|
2023
Q1 | $1.47M | Sell |
21,724
-182
| -0.8% | -$12.3K | 0.11% | 154 |
|
|
2022
Q4 | $1.41M | Buy |
+21,906
| New | +$1.41M | 0.14% | 139 |
|