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

Robertson Stephens Wealth Management, LLC

  • $2.84 Billion
  • Q1 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 59,675 shares of VT stock, worth $7.36 Million. This represents 0.24% of its overall portfolio holdings.

Number of Shares
59,675
Previous 90,329 33.94%
Holding current value
$7.36 Million
Previous $10.6 Million 34.87%
% of portfolio
0.24%
Previous 0.39%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,108
Shares Held
110M
Call Options Held
337K
Put Options Held
118K
View Full List

About VANGUARD TOTAL WORLD STK INDEX

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