Robertson Stephens Wealth Management, LLC VEA Holdings History
Robertson Stephens Wealth Management, LLC's Vanguard FTSE Developed Markets ETF Holding Summary
As of 2025-03-31, Robertson Stephens Wealth Management, LLC held 1.81 Mil shares of Vanguard FTSE Developed Markets ETF(VEA), totaling $91.86 Mil. This investment constitutes 3.16% of their stock portfolio, and Robertson Stephens Wealth Management, LLC now holds 0.06% of the outstanding Vanguard FTSE Developed Markets ETF(VEA) stock.
The initial trade took place in 2018Q4. And since then Robertson Stephens Wealth Management, LLC has made 18 purchases of VEA, at an average price of $47.29, for a total of 2.61 Mil shares. In addition, there have been 6 sales at an average price of $40.78 for 804,921.00 shares. Based on historical transaction data and VEA's current price of $56.64, Robertson Stephens Wealth Management, LLC's estimated gain on his VEA holdings is $11.66 Mil, reflecting a 9.44% gain to date.
Robertson Stephens Wealth Management, LLC VEA ($56.64) Holding Chart
Robertson Stephens Wealth Management, LLC VEA ($56.64) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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