Robertson Stephens Wealth Management, LLC Vanguard Total World Stk Index Transaction History

Robertson Stephens Wealth Management, LLC

$3.07 Billion
Q2 2025

A detailed history of Robertson Stephens Wealth Management, LLC transactions in Vanguard Total World Stk Index stock. As of the latest transaction made, Robertson Stephens Wealth Management, LLC holds 55,798 shares of VT stock, worth $7.36 Million. This represents 0.23% of its overall portfolio holdings.

Number of Shares

55,798

Previous 59,675 6.5%

Holding current value

$7.36 Million

Previous $6.91 Million 3.76%

% of portfolio

0.23%

Previous 0.24%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 24, 2025	SELL	$103.16 - $128.52 $399,951 - $498,272	-3,877 Reduced 6.5%	55,798 $7.17 Million
Q1 2025 Apr 17, 2025	SELL	$115.08 - $123.97 $3.53 Million - $3.8 Million	-30,654 Reduced 33.94%	59,675 $6.91 Million
Q4 2024 Jan 27, 2025	SELL	$117.09 - $123.07 $199,053 - $209,219	-1,700 Reduced 1.85%	90,329 $10.6 Million
Q3 2024 Nov 12, 2024	BUY	$107.72 - $119.96 $854,650 - $951,762	7,934 Added 9.43%	92,029 $11 Million
Q2 2024 Aug 13, 2024	BUY	$104.94 - $113.51 $8.82 Million - $9.55 Million	84,095 New	84,095 $9.47 Million

Others Institutions Holding VT

# of Institutions

1,118

Shares Held

109M

Call Options Held

337K

Put Options Held

120K

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About VANGUARD TOTAL WORLD STK INDEX

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Robertson Stephens Wealth Management, LLC Vanguard Total World Stk Index Transaction History