Robertson Stephens Wealth Management, LLC Vanguard Financial ETF Transaction History

Robertson Stephens Wealth Management, LLC

  • $3.07 Billion
  • Q2 2025

A detailed history of Robertson Stephens Wealth Management, LLC transactions in Vanguard Financial ETF stock. As of the latest transaction made, Robertson Stephens Wealth Management, LLC holds 58,836 shares of VFH stock, worth $7.67 Million. This represents 0.24% of its overall portfolio holdings.

Number of Shares
58,836
Previous 59,722 1.48%
Holding current value
$7.67 Million
Previous $7.05 Million 6.26%
% of portfolio
0.24%
Previous 0.25%

Shares

17 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 24, 2025
SELL
$104.87 - $127.3 $92,914 - $112,787
-886 Reduced 1.48%
58,836 $7.49 Million
Q1 2025

Apr 17, 2025
BUY
$114.07 - $127.34 $37,985 - $42,404
333 Added 0.56%
59,722 $7.05 Million
Q4 2024

Jan 27, 2025
SELL
$108.87 - $126.2 $1.28 Million - $1.49 Million
-11,768 Reduced 16.54%
59,389 $7.01 Million
Q3 2024

Nov 12, 2024
BUY
$99.27 - $111.21 $5.58 Million - $6.25 Million
56,194 Added 375.55%
71,157 $7.82 Million
Q2 2024

Aug 13, 2024
SELL
$95.9 - $103.0 $1.26 Million - $1.35 Million
-13,144 Reduced 46.76%
14,963 $1.49 Million
Q1 2024

May 15, 2024
BUY
$90.62 - $102.39 $745,893 - $842,772
8,231 Added 41.41%
28,107 $2.88 Million
Q4 2023

Feb 06, 2024
SELL
$75.97 - $92.67 $23,474 - $28,635
-309 Reduced 1.53%
19,876 $1.83 Million
Q3 2023

Nov 13, 2023
SELL
$80.32 - $86.71 $106,584 - $115,064
-1,327 Reduced 6.17%
20,185 $1.62 Million
Q2 2023

Aug 11, 2023
SELL
$74.65 - $81.49 $175,576 - $191,664
-2,352 Reduced 9.86%
21,512 $1.75 Million
Q1 2023

May 11, 2023
BUY
$74.95 - $90.64 $116,172 - $140,492
1,550 Added 6.95%
23,864 $1.86 Million
Q4 2022

Feb 14, 2023
BUY
$74.7 - $88.6 $950,034 - $1.13 Million
12,718 Added 132.53%
22,314 $1.85 Million
Q3 2022

Nov 14, 2022
SELL
$74.44 - $88.21 $107,714 - $127,639
-1,447 Reduced 13.1%
9,596 $718,000
Q2 2022

Aug 12, 2022
BUY
$75.42 - $93.29 $276,866 - $342,467
3,671 Added 49.8%
11,043 $852,000
Q4 2021

Feb 14, 2022
BUY
$92.72 - $100.95 $6,397 - $6,965
69 Added 0.94%
7,372 $711,000
Q2 2021

Aug 17, 2021
SELL
$85.53 - $94.49 $264,031 - $291,690
-3,087 Reduced 29.71%
7,303 $660,000
Q1 2021

May 07, 2021
BUY
$71.74 - $86.71 $42,900 - $51,852
598 Added 6.11%
10,390 $877,000
Q3 2020

Nov 10, 2020
BUY
$55.49 - $62.22 $543,358 - $609,258
9,792 New
9,792 $572,000

Others Institutions Holding VFH

# of Institutions
794
Shares Held
54.8M
Call Options Held
87.9K
Put Options Held
43.3K
View Full List

About VANGUARD FINANCIAL ETF

VFH Quotes by TradingView
  • Ticker VFH
  • Sector ETFs
  • Industry ETFs
More about VFH
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