Robertson Stephens Wealth Management’s Vanguard Value ETF VTV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $23.8M | Buy |
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|
2025
Q1 | $23M | Buy |
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|
2024
Q4 | $22.2M | Sell |
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|
2024
Q3 | $23.2M | Buy |
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|
2024
Q2 | $4.09M | Buy |
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|
2024
Q1 | $3.99M | Sell |
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|
2023
Q4 | $4M | Sell |
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|
2023
Q3 | $4.09M | Sell |
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|
2023
Q2 | $7.56M | Sell |
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|
2023
Q1 | $12.9M | Sell |
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|
2022
Q4 | $20.1M | Buy |
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|
2022
Q3 | $6.79M | Sell |
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|
2022
Q2 | $9.45M | Buy |
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|
2022
Q1 | $4.38M | Sell |
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|
2021
Q4 | $9.74M | Sell |
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|
2021
Q3 | $11.9M | Buy |
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|
2021
Q2 | $10.5M | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $327K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $286K | Buy |
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