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

Robertson Stephens Wealth Management, LLC

  • $2.7 Billion
  • Q3 2024

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 92,029 shares of VT stock, worth $10.9 Million. This represents 0.41% of its overall portfolio holdings.

Number of Shares
92,029
Previous 84,095 9.43%
Holding current value
$10.9 Million
Previous $9.47 Million 16.3%
% of portfolio
0.41%
Previous 0.49%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
998
Shares Held
88.1M
Call Options Held
149K
Put Options Held
44.9K
View Full List

About VANGUARD TOTAL WORLD STK INDEX

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