Number of Shares
848,701.00
Current Holdings Value*
$69.39 Mil
% of Portfolio
2.39%
Total Estimate Gain
$763,808.45
% of Total Estimate Gain
0.98%

Robertson Stephens Wealth Management, LLC's Vanguard Intermediate-Term Corporate Bond ETF Holding Summary

As of 2025-03-31, Robertson Stephens Wealth Management, LLC held 848,701.00 shares of Vanguard Intermediate-Term Corporate Bond ETF(VCIT), totaling $69.39 Mil. This investment constitutes 2.39% of their stock portfolio, and Robertson Stephens Wealth Management, LLC now holds 0.13% of the outstanding Vanguard Intermediate-Term Corporate Bond ETF(VCIT) stock.

The initial trade took place in 2019Q3. And since then Robertson Stephens Wealth Management, LLC has made 8 purchases of VCIT, at an average price of $81.60, for a total of 958,086.00 shares. In addition, there have been 6 sales at an average price of $80.53 for 109,385.00 shares. Based on historical transaction data and VCIT's current price of $82.64, Robertson Stephens Wealth Management, LLC's estimated gain on his VCIT holdings is $763,808.45, reflecting a 0.98% gain to date.

Robertson Stephens Wealth Management, LLC VCIT ($82.64) Holding Chart

Robertson Stephens Wealth Management, LLC VCIT ($82.64) 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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