RSWM
Robertson Stephens Wealth Management’s Vanguard Extended Market ETF VXF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $245K | Hold |
1,272
| – | – | 0.01% | 491 |
|
|
2025
Q1 | $219K | Sell |
1,272
-1,726
| -58% | -$297K | 0.01% | 508 |
|
|
2024
Q4 | $570K | Buy |
2,998
+120
| +4% | +$22.8K | 0.02% | 338 |
|
|
2024
Q3 | $525K | Buy |
2,878
+1,029
| +56% | +$188K | 0.02% | 401 |
|
|
2024
Q2 | $313K | Hold |
1,849
| – | – | 0.02% | 398 |
|
|
2024
Q1 | $324K | Hold |
1,849
| – | – | 0.02% | 410 |
|
|
2023
Q4 | $304K | Sell |
1,849
-206
| -10% | -$33.9K | 0.02% | 380 |
|
|
2023
Q3 | $296K | Sell |
2,055
-16
| -0.8% | -$2.3K | 0.02% | 381 |
|
|
2023
Q2 | $309K | Sell |
2,071
-111
| -5% | -$16.6K | 0.02% | 348 |
|
|
2023
Q1 | $306K | Sell |
2,182
-104
| -5% | -$14.6K | 0.02% | 362 |
|
|
2022
Q4 | $304K | Hold |
2,286
| – | – | 0.03% | 325 |
|
|
2022
Q3 | $290K | Hold |
2,286
| – | – | 0.03% | 282 |
|
|
2022
Q2 | $299K | Hold |
2,286
| – | – | 0.03% | 290 |
|
|
2022
Q1 | $378K | Hold |
2,286
| – | – | 0.03% | 277 |
|
|
2021
Q4 | $418K | Sell |
2,286
-18
| -0.8% | -$3.29K | 0.04% | 278 |
|
|
2021
Q3 | $420K | Hold |
2,304
| – | – | 0.05% | 222 |
|
|
2021
Q2 | $434K | Hold |
2,304
| – | – | 0.05% | 221 |
|
|
2021
Q1 | $407K | Buy |
+2,304
| New | +$407K | 0.07% | 198 |
|