Robertson Stephens Wealth Management, LLC Vanguard Mid Cap Growth Index Transaction History

Robertson Stephens Wealth Management, LLC

  • $2.75 Billion
  • Q4 2024

A detailed history of Robertson Stephens Wealth Management, LLC transactions in Vanguard Mid Cap Growth Index stock. As of the latest transaction made, Robertson Stephens Wealth Management, LLC holds 43,268 shares of VOT stock, worth $10.9 Million. This represents 0.4% of its overall portfolio holdings.

Number of Shares
43,268
Previous 44,833 3.49%
Holding current value
$10.9 Million
Previous $10.9 Million 0.59%
% of portfolio
0.4%
Previous 0.4%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 27, 2025
SELL
$241.48 - $274.89 $377,916 - $430,202
-1,565 Reduced 3.49%
43,268 $11 Million
Q3 2024

Nov 12, 2024
BUY
$218.05 - $243.47 $9.78 Million - $10.9 Million
44,833 New
44,833 $10.9 Million
Q4 2022

Feb 14, 2023
BUY
$165.84 - $193.83 $188,725 - $220,578
1,138 New
1,138 $204,000
Q2 2022

Aug 12, 2022
SELL
$167.96 - $227.2 $191,138 - $258,553
-1,138 Closed
0 $0
Q1 2022

May 16, 2022
BUY
$199.76 - $251.37 $227,326 - $286,059
1,138 New
1,138 $253,000

Others Institutions Holding VOT

# of Institutions
1,058
Shares Held
43M
Call Options Held
16.8K
Put Options Held
2.7K
View Full List

About VANGUARD MID-CAP GROWTH INDEX

VOT Quotes by TradingView
  • Ticker VOT
  • Sector ETFs
  • Industry ETFs
More about VOT
Track This Portfolio

Track Robertson Stephens Wealth Management, LLC Portfolio

Follow Robertson Stephens Wealth Management, LLC and customize your updates to receive the information that matters most to you.

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.

Choose your preferred platform and Sign Up 👇 Telegram Email