Robertson Stephens Wealth Management, LLC Vanguard Consumer Discretionar Transaction History

Robertson Stephens Wealth Management, LLC

  • $3.21 Billion
  • Q3 2025

A detailed history of Robertson Stephens Wealth Management, LLC transactions in Vanguard Consumer Discretionar stock. As of the latest transaction made, Robertson Stephens Wealth Management, LLC holds 2,063 shares of VCR stock, worth $783,424. This represents 0.03% of its overall portfolio holdings.

Number of Shares
2,063
Previous 2,060 0.15%
Holding current value
$783,424
Previous $746,000 9.52%
% of portfolio
0.03%
Previous 0.02%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 12, 2025
BUY
$359.61 - $401.35 $1,078 - $1,204
3 Added 0.15%
2,063 $817,000
Q2 2025

Jul 24, 2025
SELL
$290.42 - $364.35 $871 - $1,093
-3 Reduced 0.15%
2,060 $746,000
Q3 2024

Nov 12, 2024
BUY
$291.88 - $341.94 $75,305 - $88,220
258 Added 14.29%
2,063 $702,000
Q2 2024

Aug 13, 2024
SELL
$292.03 - $315.87 $257,570 - $278,597
-882 Reduced 32.82%
1,805 $563,000
Q1 2024

May 15, 2024
SELL
$292.25 - $318.12 $584 - $636
-2 Reduced 0.07%
2,687 $853,000
Q4 2023

Feb 06, 2024
BUY
$247.89 - $308.23 $220,869 - $274,632
891 Added 49.56%
2,689 $818,000
Q1 2023

May 11, 2023
SELL
$217.79 - $265.16 $197,535 - $240,500
-907 Reduced 33.53%
1,798 $454,000
Q4 2022

Feb 14, 2023
BUY
$213.95 - $246.49 $114,677 - $132,118
536 Added 24.71%
2,705 $592,000
Q3 2022

Nov 14, 2022
BUY
$231.64 - $287.67 $502,427 - $623,956
2,169 New
2,169 $511,000

Others Institutions Holding VCR

# of Institutions
604
Shares Held
8.02M
Call Options Held
14.9K
Put Options Held
5K
View Full List

About VANGUARD CONSUMER DISCRETIONAR

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