Number of Shares
225,319.00
Current Holdings Value*
$15.82 Mil
% of Portfolio
0.54%
Total Estimate Gain
$1.98 Mil
% of Total Estimate Gain
10.58%

Robertson Stephens Wealth Management, LLC's Vanguard FTSE Europe ETF Holding Summary

As of 2025-03-31, Robertson Stephens Wealth Management, LLC held 225,319.00 shares of Vanguard FTSE Europe ETF(VGK), totaling $15.82 Mil. This investment constitutes 0.54% of their stock portfolio, and Robertson Stephens Wealth Management, LLC now holds 0.08% of the outstanding Vanguard FTSE Europe ETF(VGK) stock.

The initial trade took place in 2020Q3. And since then Robertson Stephens Wealth Management, LLC has made 5 purchases of VGK, at an average price of $66.18, for a total of 283,332.00 shares. In addition, there have been 3 sales at an average price of $57.68 for 58,013.00 shares. Based on historical transaction data and VGK's current price of $77.17, Robertson Stephens Wealth Management, LLC's estimated gain on his VGK holdings is $1.98 Mil, reflecting a 10.58% gain to date.

Robertson Stephens Wealth Management, LLC VGK ($77.17) Holding Chart

Robertson Stephens Wealth Management, LLC VGK ($77.17) 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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