Roberts Wealth Advisors, LLC Vanguard Energy ETF Transaction History

Roberts Wealth Advisors, LLC

  • $293 Million
  • Q3 2024

A detailed history of Roberts Wealth Advisors, LLC transactions in Vanguard Energy ETF stock. As of the latest transaction made, Roberts Wealth Advisors, LLC holds 1,579 shares of VDE stock, worth $184,221. This represents 0.07% of its overall portfolio holdings.

Number of Shares
1,579
Holding current value
$184,221
% of portfolio
0.07%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 15, 2024
BUY
$117.44 - $131.06 $185,437 - $206,943
1,579 New
1,579 $193,000
Q1 2024

Apr 17, 2024
BUY
$111.77 - $131.7 $176,484 - $207,954
1,579 New
1,579 $207,000
Q4 2022

Jan 10, 2023
SELL
$107.13 - $131.88 $5,356 - $6,594
-50 Reduced 2.45%
1,989 $0
Q3 2022

Oct 13, 2022
SELL
$93.77 - $118.45 $34,319 - $43,352
-366 Reduced 15.22%
2,039 $236,000
Q2 2022

Jul 11, 2022
SELL
$97.94 - $128.99 $19,588 - $25,798
-200 Reduced 7.68%
2,405 $237,000
Q1 2022

Apr 12, 2022
SELL
$80.1 - $110.55 $44,535 - $61,465
-556 Reduced 17.59%
2,605 $282,000
Q4 2021

Jan 12, 2022
SELL
$74.1 - $83.72 $11,115 - $12,558
-150 Reduced 4.53%
3,161 $253,000
Q3 2021

Oct 12, 2021
BUY
$63.79 - $77.26 $211,208 - $255,807
3,311 New
3,311 $245,000

Others Institutions Holding VDE

# of Institutions
675
Shares Held
22M
Call Options Held
101K
Put Options Held
18.9K
View Full List

About VANGUARD ENERGY ETF

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