Roberts Wealth Advisors, LLC Vanguard Ftse Developed Market Transaction History
Roberts Wealth Advisors, LLC
- $274 Million
- Q2 2024
A detailed history of Roberts Wealth Advisors, LLC transactions in Vanguard Ftse Developed Market stock. As of the latest transaction made, Roberts Wealth Advisors, LLC holds 153,409 shares of VEA stock, worth $8.13 Million. This represents 2.77% of its overall portfolio holdings.
Number of Shares
153,409
Previous 153,834
0.28%
Holding current value
$8.13 Million
Previous $7.72 Million
1.76%
% of portfolio
2.77%
Previous 2.96%
Shares
12 transactions
Others Institutions Holding VEA
# of Institutions
2,297Shares Held
2.11BCall Options Held
174KPut Options Held
77.9K-
Bank Of America Corp Charlotte, NC163MShares$8.61 Billion0.72% of portfolio
-
Creative Planning Overland Park, KS140MShares$7.41 Billion7.38% of portfolio
-
Betterment LLC New York, NY125MShares$6.6 Billion15.95% of portfolio
-
Envestnet Asset Management Inc94.6MShares$5.01 Billion1.66% of portfolio
-
Jones Financial Companies Lllp65.1MShares$3.45 Billion3.72% of portfolio