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Robertson Stephens Wealth Management, LLC > VEA

DateNameTickerSharesChangeValueChangePrice
06/30/2023VANGUARD TAX-MANAGED FUNDSVEA661,06385,75130,527,896,0004,541,045,000$46,180.01
03/31/2023VANGUARD TAX-MANAGED FUNDSVEA575,312380,38525,986,851,00017,805,764,000$45,170.01
12/31/2022VANGUARD TAX-MANAGED FUNDSVEA194,927-90,6558,181,087,0008,170,704,000$41,970.00
09/30/2022VANGUARD TAX-MANAGED FUNDSVEA285,582-635,21710,383,000-27,185,000$36.36
06/30/2022VANGUARD TAX-MANAGED FUNDSVEA920,799-32,97037,568,000-8,241,000$40.80
03/31/2022VANGUARD TAX-MANAGED FUNDSVEA953,769228,30145,809,0009,181,000$48.03
09/30/2021VANGUARD TAX-MANAGED FUNDSVEA725,468125,14936,628,0005,700,000$50.49
06/30/2021VANGUARD TAX-MANAGED FUNDSVEA600,31955,49430,928,0004,172,000$51.52
03/31/2021VANGUARD TAX-MANAGED FUNDSVEA544,825161,88426,756,0008,678,000$49.11
12/31/2020VANGUARD TAX-MANAGED FUNDSVEA382,94170,34418,078,0005,293,000$47.21
09/30/2020VANGUARD TAX-MANAGED FUNDSVEA312,597120,86512,785,0005,348,000$40.90
06/30/2020VANGUARD TAX-MANAGED FUNDSVEA191,73277,2667,437,0003,621,000$38.79
03/31/2020VANGUARD TAX-MANAGED FUNDSVEA114,46683,2673,816,0002,534,000$33.34
09/30/2019VANGUARD TAX-MANAGED FUNDSVEA31,199-6,0361,282,000-271,000$41.09
06/30/2019VANGUARD TAX-MANAGED FUNDSVEA37,235-20,2671,553,000-807,000$41.71
03/31/2019VANGUARD TAX-MANAGED FUNDSVEA57,50202,360,000227,000$41.04
12/31/2018VANGUARD TAX-MANAGED FUNDSVEA57,50257,5022,133,0002,133,000$37.09
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