RSWM
Robertson Stephens Wealth Management’s Vanguard Total Corporate Bond ETF VTC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-5,137
| Closed | -$394K | – | 456 |
|
|
2023
Q1 | $394K | Hold |
5,137
| – | – | 0.03% | 324 |
|
|
2022
Q4 | $381K | Hold |
5,137
| – | – | 0.04% | 296 |
|
|
2022
Q3 | $372K | Hold |
5,137
| – | – | 0.04% | 249 |
|
|
2022
Q2 | $395K | Sell |
5,137
-8,830
| -63% | -$679K | 0.04% | 262 |
|
|
2022
Q1 | $1.17M | Sell |
13,967
-418
| -3% | -$34.9K | 0.1% | 163 |
|
|
2021
Q4 | $1.3M | Buy |
+14,385
| New | +$1.3M | 0.11% | 150 |
|