RSWM
Robertson Stephens Wealth Management’s Vanguard Total World Stock ETF VT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.17M | Sell |
55,798
-3,877
| -6% | -$498K | 0.23% | 78 |
|
|
2025
Q1 | $6.92M | Sell |
59,675
-30,654
| -34% | -$3.55M | 0.24% | 79 |
|
|
2024
Q4 | $10.6M | Sell |
90,329
-1,700
| -2% | -$200K | 0.38% | 54 |
|
|
2024
Q3 | $11M | Buy |
92,029
+7,934
| +9% | +$950K | 0.4% | 54 |
|
|
2024
Q2 | $9.47M | Buy |
+84,095
| New | +$9.47M | 0.48% | 42 |
|