Robertson Stephens Wealth Management, LLC Vanguard Value ETF Transaction History
Robertson Stephens Wealth Management, LLC
- $1.94 Billion
- Q2 2024
A detailed history of Robertson Stephens Wealth Management, LLC transactions in Vanguard Value ETF stock. As of the latest transaction made, Robertson Stephens Wealth Management, LLC holds 25,347 shares of VTV stock, worth $4.41 Million. This represents 0.21% of its overall portfolio holdings.
Number of Shares
25,347
Previous 24,492
3.49%
Holding current value
$4.41 Million
Previous $3.99 Million
1.93%
% of portfolio
0.21%
Previous 0.2%
Shares
17 transactions
Others Institutions Holding VTV
# of Institutions
2,185Shares Held
507MCall Options Held
142KPut Options Held
35.7K-
Bank Of America Corp Charlotte, NC115MShares$20.1 Billion1.65% of portfolio
-
Jones Financial Companies Lllp51MShares$8.88 Billion9.46% of portfolio
-
Morgan Stanley New York, NY29.2MShares$5.08 Billion0.37% of portfolio
-
Envestnet Asset Management Inc20.1MShares$3.5 Billion1.15% of portfolio
-
Ubs Group Ag12.5MShares$2.17 Billion0.5% of portfolio