Robertson Stephens Wealth Management, LLC Vanguard Whitehall Fds (Vangua Transaction History

Robertson Stephens Wealth Management, LLC

  • $2.7 Billion
  • Q3 2024

A detailed history of Robertson Stephens Wealth Management, LLC transactions in Vanguard Whitehall Fds (Vangua stock. As of the latest transaction made, Robertson Stephens Wealth Management, LLC holds 68,936 shares of VYM stock, worth $9.21 Million. This represents 0.33% of its overall portfolio holdings.

Number of Shares
68,936
Previous 1,712 3926.64%
Holding current value
$9.21 Million
Previous $203,000 4253.2%
% of portfolio
0.33%
Previous 0.01%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024
BUY
$117.9 - $128.2 $7.93 Million - $8.62 Million
67,224 Added 3926.64%
68,936 $8.84 Million
Q2 2024

Aug 13, 2024
SELL
$114.71 - $121.51 $212,442 - $225,036
-1,852 Reduced 51.96%
1,712 $203,000
Q4 2023

Feb 06, 2024
SELL
$98.71 - $111.84 $7,896 - $8,947
-80 Reduced 2.2%
3,564 $397,000
Q3 2023

Nov 13, 2023
BUY
$103.32 - $110.34 $376,498 - $402,078
3,644 New
3,644 $376,000
Q2 2022

Aug 12, 2022
SELL
$99.2 - $114.57 $10,614 - $12,258
-107 Reduced 4.45%
2,296 $233,000
Q1 2022

May 16, 2022
SELL
$107.24 - $115.01 $1,715 - $1,840
-16 Reduced 0.66%
2,403 $269,000
Q4 2021

Feb 14, 2022
BUY
$104.33 - $112.16 $252,374 - $271,315
2,419 New
2,419 $271,000
Q3 2021

Nov 10, 2021
SELL
$102.3 - $108.36 $206,646 - $218,887
-2,020 Closed
0 $0
Q2 2021

Aug 17, 2021
BUY
$101.6 - $107.95 $205,232 - $218,059
2,020 New
2,020 $211,000

Others Institutions Holding VYM

# of Institutions
1,797
Shares Held
179M
Call Options Held
1.89M
Put Options Held
525K
View Full List

About VANGUARD WHITEHALL FDS (VANGUA

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