Robertson Stephens Wealth Management’s Vanguard Large-Cap ETF VV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$688K Hold
2,406
0.02% 316
2025
Q1
$618K Buy
2,406
+113
+5% +$29K 0.02% 327
2024
Q4
$618K Buy
2,293
+117
+5% +$31.6K 0.02% 327
2024
Q3
$575K Buy
+2,176
New +$575K 0.02% 378