Robertson Stephens Wealth Management’s Vanguard Utilities ETF VPU Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2021 Q1	–	Sell	-1,747	Closed	-$239K	–	298
2020 Q4	$239K	Hold	1,747	–	–	0.05%	217
2020 Q3	$225K	Buy	+1,747	New	+$225K	0.06%	214