Robertson Stephens Wealth Management, LLC VCIT Holdings History
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 $82.53, Robertson Stephens Wealth Management, LLC's estimated gain on his VCIT holdings is $670,451.34, reflecting a 0.86% gain to date.
Robertson Stephens Wealth Management, LLC VCIT ($82.53) Holding Chart
Robertson Stephens Wealth Management, LLC VCIT ($82.53) 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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