Robertson Stephens Wealth Management, LLC Vanguard Intermediate Term Tre Transaction History

Robertson Stephens Wealth Management, LLC

  • $2.84 Billion
  • Q1 2025

A detailed history of Robertson Stephens Wealth Management, LLC transactions in Vanguard Intermediate Term Tre stock. As of the latest transaction made, Robertson Stephens Wealth Management, LLC holds 486,226 shares of VGIT stock, worth $28.8 Million. This represents 1.02% of its overall portfolio holdings.

Number of Shares
486,226
Previous 14,271 3307.09%
Holding current value
$28.8 Million
Previous $827,000 3386.46%
% of portfolio
1.02%
Previous 0.03%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 17, 2025
BUY
$57.44 - $59.4 $27.1 Million - $28 Million
471,955 Added 3307.09%
486,226 $28.8 Million
Q4 2024

Jan 27, 2025
BUY
$57.78 - $60.4 $276,592 - $289,134
4,787 Added 50.47%
14,271 $827,000
Q3 2024

Nov 12, 2024
SELL
$57.8 - $60.8 $176,521 - $185,683
-3,054 Reduced 24.36%
9,484 $573,000
Q2 2024

Aug 13, 2024
SELL
$57.14 - $58.53 $239,245 - $245,065
-4,187 Reduced 25.03%
12,538 $730,000
Q1 2024

May 15, 2024
SELL
$58.07 - $59.52 $1.56 Million - $1.6 Million
-26,909 Reduced 61.67%
16,725 $979,000
Q4 2023

Feb 06, 2024
SELL
$56.15 - $59.51 $495,916 - $525,592
-8,832 Reduced 16.83%
43,634 $2.59 Million
Q3 2023

Nov 13, 2023
BUY
$56.93 - $59.05 $2.99 Million - $3.1 Million
52,466 New
52,466 $3 Million
Q3 2020

Nov 10, 2020
SELL
$70.34 - $70.85 $219,320 - $220,910
-3,118 Closed
0 $0
Q2 2020

Aug 12, 2020
BUY
$69.86 - $70.63 $11,107 - $11,230
159 Added 5.37%
3,118 $220,000
Q1 2020

May 01, 2020
BUY
$66.04 - $70.55 $195,412 - $208,757
2,959 New
2,959 $209,000

Others Institutions Holding VGIT

# of Institutions
858
Shares Held
405M
Call Options Held
19.7K
Put Options Held
8.6K
View Full List

About VANGUARD INTERMEDIATE-TERM TRE

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