RSWM
Robertson Stephens Wealth Management’s Vanguard High Dividend Yield ETF VYM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.5M | Buy |
79,130
+10,130
| +15% | +$1.35M | 0.34% | 56 |
|
|
2025
Q1 | $8.9M | Sell |
69,000
-969
| -1% | -$125K | 0.31% | 61 |
|
|
2024
Q4 | $8.93M | Buy |
69,969
+1,033
| +1% | +$132K | 0.32% | 65 |
|
|
2024
Q3 | $8.84M | Buy |
68,936
+67,224
| +3,927% | +$8.62M | 0.32% | 68 |
|
|
2024
Q2 | $203K | Sell |
1,712
-1,852
| -52% | -$220K | 0.01% | 476 |
|
|
2024
Q1 | $431K | Hold |
3,564
| – | – | 0.02% | 362 |
|
|
2023
Q4 | $398K | Sell |
3,564
-80
| -2% | -$8.93K | 0.02% | 343 |
|
|
2023
Q3 | $376K | Buy |
+3,644
| New | +$376K | 0.03% | 351 |
|
|
2022
Q3 | – | Sell |
-2,296
| Closed | -$233K | – | 392 |
|
|
2022
Q2 | $233K | Sell |
2,296
-107
| -4% | -$10.9K | 0.02% | 331 |
|
|
2022
Q1 | $269K | Sell |
2,403
-16
| -0.7% | -$1.79K | 0.02% | 329 |
|
|
2021
Q4 | $271K | Buy |
+2,419
| New | +$271K | 0.02% | 332 |
|
|
2021
Q3 | – | Sell |
-2,020
| Closed | -$211K | – | 346 |
|
|
2021
Q2 | $211K | Buy |
+2,020
| New | +$211K | 0.03% | 315 |
|