Robertson Stephens Wealth Management, LLC VOO Holdings History
Robertson Stephens Wealth Management, LLC's Vanguard S&P 500 ETF Holding Summary
As of 2025-03-31, Robertson Stephens Wealth Management, LLC held 379,096.00 shares of Vanguard S&P 500 ETF(VOO), totaling $194.82 Mil. This investment constitutes 6.7% of their stock portfolio, and Robertson Stephens Wealth Management, LLC now holds 0.03% of the outstanding Vanguard S&P 500 ETF(VOO) stock.
The initial trade took place in 2019Q3. And since then Robertson Stephens Wealth Management, LLC has made 20 purchases of VOO, at an average price of $397.65, for a total of 387,456.00 shares. In addition, there have been 3 sales at an average price of $438.47 for 8,360.00 shares. Based on historical transaction data and VOO's current price of $576.92, Robertson Stephens Wealth Management, LLC's estimated gain on his VOO holdings is $68.30 Mil, reflecting a 44.33% gain to date.
Robertson Stephens Wealth Management, LLC VOO ($576.92) Holding Chart
Robertson Stephens Wealth Management, LLC VOO ($576.92) 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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