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

Robertson Stephens Wealth Management, LLC

  • $3.07 Billion
  • Q2 2025

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 79,130 shares of VYM stock, worth $10.6 Million. This represents 0.34% of its overall portfolio holdings.

Number of Shares
79,130
Previous 69,000 14.68%
Holding current value
$10.6 Million
Previous $8.8 Million 19.86%
% of portfolio
0.34%
Previous 0.31%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 24, 2025
BUY
$114.78 - $133.31 $1.16 Million - $1.35 Million
10,130 Added 14.68%
79,130 $10.5 Million
Q1 2025

Apr 17, 2025
SELL
$126.11 - $135.06 $122,200 - $130,873
-969 Reduced 1.38%
69,000 $8.8 Million
Q4 2024

Jan 27, 2025
BUY
$126.68 - $134.74 $130,860 - $139,186
1,033 Added 1.5%
69,969 $8.93 Million
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
2,014
Shares Held
184M
Call Options Held
2.03M
Put Options Held
206K
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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