Robertson Stephens Wealth Management’s Vanguard Russell 2000 ETF VTWO Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$277K Sell
3,179
-158
-5% -$13.8K 0.01% 465
2025
Q1
$269K Sell
3,337
-486
-13% -$39.2K 0.01% 465
2024
Q4
$342K Buy
3,823
+202
+6% +$18K 0.01% 436
2024
Q3
$324K Buy
+3,621
New +$324K 0.01% 509