A detailed history of Robertson Stephens Wealth Management, LLC transactions in Vanguard Mid Cap ETF stock. As of the latest transaction made, Robertson Stephens Wealth Management, LLC holds 5,943 shares of VO stock, worth $1.58 Million. This represents 0.07% of its overall portfolio holdings.

Number of Shares
5,943
Previous 2,466 141.0%
Holding current value
$1.58 Million
Previous $616,000 133.44%
% of portfolio
0.07%
Previous 0.03%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 13, 2024

BUY
$234.99 - $248.98 $817,060 - $865,703
3,477 Added 141.0%
5,943 $1.44 Million
Q1 2024

May 15, 2024

BUY
$225.86 - $249.86 $225 - $249
1 Added 0.04%
2,466 $616,000
Q4 2023

Feb 06, 2024

BUY
$195.66 - $233.95 $8,217 - $9,825
42 Added 1.73%
2,465 $573,000
Q3 2023

Nov 13, 2023

BUY
$206.6 - $228.23 $500,591 - $553,001
2,423 New
2,423 $504,000
Q1 2023

May 11, 2023

BUY
$200.2 - $225.98 $237,637 - $268,238
1,187 New
1,187 $250,000
Q2 2022

Aug 12, 2022

BUY
$190.36 - $240.41 $49,874 - $62,987
262 Added 28.92%
1,168 $230,000
Q1 2022

May 16, 2022

SELL
$219.86 - $253.39 $13,411 - $15,456
-61 Reduced 6.31%
906 $215,000
Q4 2021

Feb 14, 2022

BUY
$236.98 - $261.2 $229,159 - $252,580
967 New
967 $246,000

Others Institutions Holding VO

About VANGUARD MID-CAP ETF


  • Ticker VO
  • Sector ETFs
  • Industry ETFs
More about VO
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