Robertson Stephens Wealth Management, LLC Vanguard Ftse All World Ex Us Transaction History

Robertson Stephens Wealth Management, LLC

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Nov 13, 2023	SELL	$51.66 - $56.47 $6,457 - $7,058	-125 Reduced 2.27%	5,392 $279,000
Q2 2023 Aug 11, 2023	SELL	$52.62 - $56.04 $136,391 - $145,255	-2,592 Reduced 31.96%	5,517 $300,000
Q1 2023 May 11, 2023	SELL	$50.42 - $55.03 $43,714 - $47,711	-867 Reduced 9.66%	8,109 $433,000
Q4 2022 Feb 14, 2023	BUY	$44.03 - $52.21 $396 - $469	9 Added 0.1%	8,976 $450,000
Q3 2022 Nov 14, 2022	BUY	$44.35 - $52.71 $204,453 - $242,993	4,610 Added 105.81%	8,967 $397,000
Q2 2022 Aug 12, 2022	SELL	$49.43 - $58.65 $69,202 - $82,110	-1,400 Reduced 24.32%	4,357 $217,000
Q1 2022 May 16, 2022	BUY	$53.45 - $62.56 $307,711 - $360,157	5,757 New	5,757 $331,000
Q2 2020 Aug 12, 2020	SELL	$39.28 - $49.82 $207,869 - $263,647	-5,292 Closed	0 $0
Q1 2020 May 01, 2020	BUY	$35.86 - $54.78 $189,771 - $289,895	5,292 New	5,292 $217,000

1,276

302M

33.4K

4.3K

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