Robertson Stephens Wealth Management, LLC Vanguard Sht Term Corp Bd ETF Transaction History

Robertson Stephens Wealth Management, LLC

$2.84 Billion
Q1 2025

A detailed history of Robertson Stephens Wealth Management, LLC transactions in Vanguard Sht Term Corp Bd ETF stock. As of the latest transaction made, Robertson Stephens Wealth Management, LLC holds 120,156 shares of VCSH stock, worth $9.5 Million. This represents 0.33% of its overall portfolio holdings.

Number of Shares

120,156

Previous 112,075 7.21%

Holding current value

$9.5 Million

Previous $8.74 Million 8.5%

% of portfolio

0.33%

Previous 0.32%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 17, 2025	BUY	$77.7 - $78.94 $627,893 - $637,914	8,081 Added 7.21%	120,156 $9.49 Million
Q4 2024 Jan 27, 2025	BUY	$77.86 - $79.27 $2.37 Million - $2.41 Million	30,395 Added 37.21%	112,075 $8.74 Million
Q3 2024 Nov 12, 2024	BUY	$76.94 - $79.54 $1.27 Million - $1.31 Million	16,519 Added 25.35%	81,680 $6.49 Million
Q2 2024 Aug 13, 2024	BUY	$76.35 - $77.35 $1.28 Million - $1.3 Million	16,779 Added 34.68%	65,161 $5.04 Million
Q1 2024 May 15, 2024	BUY	$76.87 - $77.64 $320,163 - $323,370	4,165 Added 9.42%	48,382 $3.74 Million
Q4 2023 Feb 06, 2024	BUY	$74.49 - $77.37 $220,043 - $228,550	2,954 Added 7.16%	44,217 $3.42 Million
Q3 2023 Nov 13, 2023	BUY	$74.99 - $75.99 $3.09 Million - $3.14 Million	41,263 New	41,263 $3.1 Million
Q2 2022 Aug 12, 2022	SELL	$75.21 - $77.95 $236,911 - $245,542	-3,150 Closed	0 $0
Q1 2022 May 16, 2022	BUY	$77.77 - $81.19 $244,975 - $255,748	3,150 New	3,150 $245,000
Q1 2020 May 01, 2020	SELL	$71.75 - $82.34 $511,577 - $587,084	-7,130 Closed	0 $0
Q4 2019 Feb 14, 2020	BUY	$80.76 - $81.3 $75,914 - $76,422	940 Added 15.19%	7,130 $577,000
Q2 2019 Jul 31, 2019	BUY	N/A	6,190 New	6,190 $499,000

Others Institutions Holding VCSH

# of Institutions

1,481

Shares Held

316M

Call Options Held

Put Options Held

359K

View Full List

About VANGUARD SHT-TERM CORP BD ETF

Ticker VCSH
Sector ETFs
Industry ETFs

More about VCSH

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Robertson Stephens Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Robertson Stephens Wealth Management, LLC with notifications on news.

Account

Robertson Stephens Wealth Management, LLC Vanguard Sht Term Corp Bd ETF Transaction History