Robertson Stephens Wealth Management, LLC VANGUARD MALVERN FDS Transaction History

Robertson Stephens Wealth Management, LLC

  • $3.21 Billion
  • Q3 2025
Number of Shares
18,660
Previous 5,632 231.32%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Nov 12, 2025
BUY
N/A
13,028 Added 231.32%
18,660 $0
Q2 2025

Jul 24, 2025
BUY
N/A
5,632 New
5,632 $0
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