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Robertson Stephens Wealth Management, LLC
> VTI
Date | Name | Ticker | Shares | Change | Value | Change | Price |
06/30/2023 | VANGUARD INDEX FUNDS | VTI | 37,560 | -13,582 | 8,273,800,000 | -2,164,391,000 | $220,282.22 |
03/31/2023 | VANGUARD INDEX FUNDS | VTI | 51,142 | -9,891 | 10,438,191,000 | -1,230,732,000 | $204,102.13 |
12/31/2022 | VANGUARD INDEX FUNDS | VTI | 61,033 | 27,823 | 11,668,923,000 | 11,662,963,000 | $191,190.39 |
09/30/2022 | VANGUARD INDEX FUNDS | VTI | 33,210 | -3,443 | 5,960,000 | -953,000 | $179.46 |
06/30/2022 | VANGUARD INDEX FUNDS | VTI | 36,653 | 7,919 | 6,913,000 | 372,000 | $188.61 |
03/31/2022 | VANGUARD INDEX FUNDS | VTI | 28,734 | -249 | 6,541,000 | 105,000 | $227.64 |
09/30/2021 | VANGUARD INDEX FUNDS | VTI | 28,983 | -3,199 | 6,436,000 | -734,000 | $222.06 |
06/30/2021 | VANGUARD INDEX FUNDS | VTI | 32,182 | 1,283 | 7,170,000 | 784,000 | $222.80 |
03/31/2021 | VANGUARD INDEX FUNDS | VTI | 30,899 | 1,802 | 6,386,000 | 723,000 | $206.67 |
12/31/2020 | VANGUARD INDEX FUNDS | VTI | 29,097 | 1,773 | 5,663,000 | 1,010,000 | $194.62 |
09/30/2020 | VANGUARD INDEX FUNDS | VTI | 27,324 | 2,115 | 4,653,000 | 708,000 | $170.29 |
06/30/2020 | VANGUARD INDEX FUNDS | VTI | 25,209 | -2,652 | 3,945,000 | 353,000 | $156.49 |
03/31/2020 | VANGUARD INDEX FUNDS | VTI | 27,861 | 24,605 | 3,592,000 | 3,100,000 | $128.93 |
09/30/2019 | VANGUARD INDEX FUNDS | VTI | 3,256 | 5 | 492,000 | 4,000 | $151.11 |
06/30/2019 | VANGUARD INDEX FUNDS | VTI | 3,251 | 5 | 488,000 | 18,000 | $150.11 |
03/31/2019 | VANGUARD INDEX FUNDS | VTI | 3,246 | 6 | 470,000 | 57,000 | $144.79 |
12/31/2018 | VANGUARD INDEX FUNDS | VTI | 3,240 | 3,240 | 413,000 | 413,000 | $127.47 |
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