Robertson Stephens Wealth Management »

Vanguard REIT ETF shares owned by Robertson Stephens Wealth Management

Quarter-by-quarter ownership of Vanguard REIT ETF (VNQ) shares owned by Robertson Stephens Wealth Management from 13F filings

Historical chart of Robertson Stephens Wealth Management investment in Vanguard REIT ETF

Tip: Access up to 7 years of quarterly data

All positions including Vanguard REIT ETF held by Robertson Stephens Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Vanguard REIT ETF by Robertson Stephens Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $1.1M 12k 88.36
2023-09-30 $1.4M 18k 76.39
2023-06-30 $866k 10k 84.48
2023-03-31 $1.0M 12k 83.04
2022-12-31 $1.3M 16k 82.48
2022-09-30 $1.6M 20k 80.13
2022-06-30 $1.5M 17k 91.11
2022-03-31 $1.6M 15k 108.35
2021-12-31 $1.8M 15k 115.97
2021-09-30 $976k 9.6k 101.72
2021-06-30 $984k 9.7k 101.77
2021-03-31 $585k 6.4k 91.72