Robertson Stephens Wealth Management, LLC VCIT Holdings History
Robertson Stephens Wealth Management, LLC's Vanguard Intermediate-Term Corporate Bond ETF Holding Summary
As of 2025-06-30, Robertson Stephens Wealth Management, LLC held 883,638.00 shares of Vanguard Intermediate-Term Corporate Bond ETF(VCIT), totaling $73.27 Mil. This investment constitutes 2.33% of their stock portfolio, and Robertson Stephens Wealth Management, LLC now holds 0.14% 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 9 purchases of VCIT, at an average price of $81.59, for a total of 993,023.00 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 $82.43, Robertson Stephens Wealth Management, LLC's estimated gain on his VCIT holdings is $626,806.90, reflecting a 0.77% gain to date.
Robertson Stephens Wealth Management, LLC VCIT ($82.43) Holding Chart
Robertson Stephens Wealth Management, LLC VCIT ($82.43) 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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