Robertson Stephens Wealth Management’s Vanguard Total Stock Market ETF VTI Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $56.7M | Buy |
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2025
Q1 | $40.1M | Buy |
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2024
Q4 | $41M | Buy |
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2024
Q3 | $38.4M | Buy |
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2024
Q2 | $31.6M | Buy |
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2024
Q1 | $14.5M | Buy |
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2023
Q4 | $13.2M | Buy |
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2023
Q3 | $11.8M | Buy |
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2023
Q2 | $8.27M | Sell |
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2023
Q1 | $10.4M | Sell |
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2022
Q4 | $11.7M | Buy |
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2022
Q3 | $5.96M | Sell |
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2022
Q2 | $6.91M | Buy |
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2022
Q1 | $6.54M | Buy |
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2021
Q4 | $6.83M | Sell |
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2021
Q3 | $6.44M | Sell |
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2021
Q2 | $7.17M | Buy |
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2021
Q1 | $6.39M | Buy |
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2020
Q4 | $5.66M | Buy |
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2020
Q3 | $4.65M | Buy |
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2020
Q2 | $3.94M | Sell |
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2020
Q1 | $3.59M | Buy |
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2019
Q4 | $533K | Buy |
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2019
Q3 | $492K | Buy |
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2019
Q2 | $488K | Buy |
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2019
Q1 | $470K | Buy |
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2018
Q4 | $413K | Buy |
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