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

Roberts Wealth Advisors, LLC

  • $303 Million
  • Q4 2024

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 1,773 shares of VOOV stock, worth $332,774. This represents 0.11% of its overall portfolio holdings.

Number of Shares
1,773
Previous 1,461 21.36%
Holding current value
$332,774
Previous $278,000 17.63%
% of portfolio
0.11%
Previous 0.1%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
404
Shares Held
13.4M
Call Options Held
0
Put Options Held
0
View Full List

About VANGUARD S&P 500 VALUE ETF

VOOV Quotes by TradingView
  • Ticker VOOV
  • Sector ETFs
  • Industry ETFs
More about VOOV
Track This Portfolio

Track Roberts Wealth Advisors, LLC Portfolio

Follow Roberts Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Roberts Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Roberts Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email