Robertson Stephens Wealth Management, LLC Vanguard Mid Cap Value Index F Transaction History

Robertson Stephens Wealth Management, LLC

  • $2.84 Billion
  • Q1 2025

A detailed history of Robertson Stephens Wealth Management, LLC transactions in Vanguard Mid Cap Value Index F stock. As of the latest transaction made, Robertson Stephens Wealth Management, LLC holds 35,116 shares of VOE stock, worth $5.35 Million. This represents 0.2% of its overall portfolio holdings.

Number of Shares
35,116
Previous 35,668 1.55%
Holding current value
$5.35 Million
Previous $5.77 Million 3.21%
% of portfolio
0.2%
Previous 0.21%

Shares

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

Apr 17, 2025
SELL
$156.61 - $168.02 $86,448 - $92,747
-552 Reduced 1.55%
35,116 $5.59 Million
Q4 2024

Jan 27, 2025
SELL
$160.89 - $176.18 $17,537 - $19,203
-109 Reduced 0.3%
35,668 $5.77 Million
Q3 2024

Nov 12, 2024
BUY
$149.02 - $167.67 $5.33 Million - $6 Million
35,777 New
35,777 $6 Million

Others Institutions Holding VOE

# of Institutions
1,203
Shares Held
71.4M
Call Options Held
25.6K
Put Options Held
1.6K
View Full List

About VANGUARD MID-CAP VALUE INDEX F

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