Roberts Wealth Advisors, LLC Vanguard Sht Term Corp Bd ETF Transaction History
Roberts Wealth Advisors, LLC
- $325 Million
- Q2 2025
A detailed history of Roberts Wealth Advisors, LLC transactions in Vanguard Sht Term Corp Bd ETF stock. As of the latest transaction made, Roberts Wealth Advisors, LLC holds 3,244 shares of VCSH stock, worth $258,709. This represents 0.08% of its overall portfolio holdings.
Number of Shares
3,244
Previous 9,078
64.27%
Holding current value
$258,709
Previous $716,000
64.11%
% of portfolio
0.08%
Previous 0.24%
Shares
16 transactions
Others Institutions Holding VCSH
# of Institutions
1,523Shares Held
318MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC64MShares$5.11 Billion0.38% of portfolio
-
Prudential PLC London, England, X020.9MShares$1.66 Billion8.39% of portfolio
-
Morgan Stanley New York, NY17.3MShares$1.38 Billion0.09% of portfolio
-
Envestnet Asset Management Inc7.72MShares$616 Million0.19% of portfolio
-
Wells Fargo & Company San Francisco, CA5.84MShares$466 Million0.1% of portfolio