Robertson Stephens Wealth Management’s Vanguard Growth ETF VUG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $22.8M | Buy |
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|
2025
Q1 | $15M | Sell |
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|
2024
Q4 | $24.5M | Sell |
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|
2024
Q3 | $28.2M | Sell |
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|
2024
Q2 | $31.5M | Buy |
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|
2024
Q1 | $28.7M | Sell |
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|
2023
Q4 | $28.8M | Buy |
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|
2023
Q3 | $24.4M | Sell |
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|
2023
Q2 | $25.6M | Buy |
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|
2023
Q1 | $18.4M | Buy |
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|
2022
Q4 | $14.5M | Buy |
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|
2022
Q3 | $13.4M | Sell |
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|
2022
Q2 | $16.7M | Buy |
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|
2022
Q1 | $14.4M | Buy |
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|
2021
Q4 | $15.2M | Buy |
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|
2021
Q3 | $12.5M | Buy |
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|
2021
Q2 | $12.2M | Sell |
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|
2021
Q1 | $11.4M | Sell |
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|
2020
Q4 | $11.4M | Buy |
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|
2020
Q3 | $10M | Buy |
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|
2020
Q2 | $8.28M | Buy |
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|
2020
Q1 | $4.59M | Buy |
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|
2019
Q4 | $5M | Sell |
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|
2019
Q3 | $4.59M | Buy |
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|
2019
Q2 | $4.05M | Buy |
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|
2019
Q1 | $3.87M | Sell |
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|
2018
Q4 | $3.35M | Buy |
|