Robertson Stephens Wealth Management, LLC Vanguard Mid Cap ETF Transaction History

Robertson Stephens Wealth Management, LLC

  • $2.7 Billion
  • Q3 2024

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 8,924 shares of VO stock, worth $2.44 Million. This represents 0.09% of its overall portfolio holdings.

Number of Shares
8,924
Previous 5,943 50.16%
Holding current value
$2.44 Million
Previous $1.44 Million 63.7%
% of portfolio
0.09%
Previous 0.07%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024
BUY
$237.84 - $263.83 $709,001 - $786,477
2,981 Added 50.16%
8,924 $2.35 Million
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

# of Institutions
2,092
Shares Held
173M
Call Options Held
57K
Put Options Held
93.7K
View Full List

About VANGUARD MID-CAP ETF

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