Roberts Wealth Advisors, LLC Vanguard S&P 500 Value ETF Transaction History

Roberts Wealth Advisors, LLC

  • $354 Million
  • Q3 2025

A detailed history of Roberts Wealth Advisors, LLC transactions in Vanguard S&P 500 Value ETF stock. As of the latest transaction made, Roberts Wealth Advisors, LLC holds 2,110 shares of VOOV stock, worth $427,422. This represents 0.12% of its overall portfolio holdings.

Number of Shares
2,110
Previous 2,076 1.64%
Holding current value
$427,422
Previous $391,000 7.42%
% of portfolio
0.12%
Previous 0.12%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 20, 2025
BUY
$187.97 - $199.47 $6,390 - $6,781
34 Added 1.64%
2,110 $420,000
Q2 2025

Jul 22, 2025
BUY
$162.65 - $188.71 $813 - $943
5 Added 0.24%
2,076 $391,000
Q1 2025

Apr 21, 2025
BUY
$179.71 - $192.06 $53,553 - $57,233
298 Added 16.81%
2,071 $381,000
Q4 2024

Jan 16, 2025
BUY
$184.21 - $199.29 $57,473 - $62,178
312 Added 21.36%
1,773 $327,000
Q3 2024

Oct 15, 2024
SELL
$175.0 - $190.72 $41,650 - $45,391
-238 Reduced 14.01%
1,461 $278,000
Q2 2024

Aug 13, 2024
BUY
$170.84 - $180.49 $10,250 - $10,829
60 Added 3.66%
1,699 $298,000
Q1 2024

Apr 17, 2024
BUY
$165.39 - $180.47 $271,074 - $295,790
1,639 New
1,639 $295,000

Others Institutions Holding VOOV

# of Institutions
462
Shares Held
13.9M
Call Options Held
0
Put Options Held
29.3K
View Full List

About VANGUARD S&P 500 VALUE ETF

VOOV Quotes by TradingView
  • Ticker VOOV
  • Sector ETFs
  • Industry ETFs
More about VOOV
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