Robertson Stephens Wealth Management, LLC VIG Holdings History
Robertson Stephens Wealth Management, LLC's Vanguard Dividend Appreciation FTF Holding Summary
As of 2025-03-31, Robertson Stephens Wealth Management, LLC held 664,918.00 shares of Vanguard Dividend Appreciation FTF(VIG), totaling $128.99 Mil. This investment constitutes 4.44% of their stock portfolio, and Robertson Stephens Wealth Management, LLC now holds 0.14% of the outstanding Vanguard Dividend Appreciation FTF(VIG) stock.
The initial trade took place in 2018Q4. And since then Robertson Stephens Wealth Management, LLC has made 15 purchases of VIG, at an average price of $179.47, for a total of 857,566.00 shares. In addition, there have been 10 sales at an average price of $144.15 for 192,648.00 shares. Based on historical transaction data and VIG's current price of $206.10, Robertson Stephens Wealth Management, LLC's estimated gain on his VIG holdings is $10.90 Mil, reflecting a 7.09% gain to date.
Robertson Stephens Wealth Management, LLC VIG ($206.10) Holding Chart
Robertson Stephens Wealth Management, LLC VIG ($206.10) 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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