Roberts Wealth Advisors, LLC Vanguard Ftse Developed Market Transaction History

Roberts Wealth Advisors, LLC

$299 Million
Q1 2025

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 151,657 shares of VEA stock, worth $8.43 Million. This represents 2.58% of its overall portfolio holdings.

Number of Shares

151,657

Previous 152,900 0.81%

Holding current value

$8.43 Million

Previous $7.31 Million 5.43%

% of portfolio

2.58%

Previous 2.42%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 21, 2025	SELL	$47.4 - $52.99 $58,918 - $65,866	-1,243 Reduced 0.81%	151,657 $7.71 Million
Q4 2024 Jan 16, 2025	SELL	$47.57 - $52.44 $6,088 - $6,712	-128 Reduced 0.08%	152,900 $7.31 Million
Q3 2024 Oct 15, 2024	SELL	$47.6 - $53.31 $18,135 - $20,311	-381 Reduced 0.25%	153,028 $8.08 Million
Q2 2024 Aug 13, 2024	SELL	$47.83 - $51.21 $20,327 - $21,764	-425 Reduced 0.28%	153,409 $7.58 Million
Q1 2024 Apr 17, 2024	BUY	$46.21 - $50.27 $48,659 - $52,934	1,053 Added 0.69%	153,834 $7.72 Million
Q4 2023 Jan 17, 2024	BUY	$41.58 - $47.99 $8,066 - $9,310	194 Added 0.13%	152,781 $21.7 Million
Q3 2023 Oct 17, 2023	BUY	$43.5 - $47.63 $60,160 - $65,872	1,383 Added 0.91%	152,587 $6.67 Million
Q2 2023 Jul 12, 2023	SELL	$44.63 - $47.33 $142,682 - $151,314	-3,197 Reduced 2.07%	151,204 $6.98 Million
Q1 2023 Apr 11, 2023	BUY	$42.2 - $46.17 $464 - $507	11 Added 0.01%	154,401 $6.97 Million
Q4 2022 Jan 10, 2023	BUY	$36.19 - $43.78 $11,689 - $14,140	323 Added 0.21%	154,390 $0
Q3 2022 Oct 13, 2022	SELL	$36.19 - $43.74 $1.19 Million - $1.44 Million	-33,018 Reduced 17.65%	154,067 $5.79 Million
Q2 2022 Jul 11, 2022	BUY	$40.38 - $48.66 $307,372 - $370,399	7,612 Added 4.24%	187,085 $7.63 Million
Q1 2022 Apr 12, 2022	BUY	$44.13 - $51.72 $433,842 - $508,459	9,831 Added 5.8%	179,473 $8.7 Million
Q4 2021 Jan 12, 2022	BUY	$49.38 - $52.95 $803,313 - $861,390	16,268 Added 10.61%	169,642 $8.72 Million
Q3 2021 Oct 12, 2021	BUY	$50.07 - $53.43 $7.68 Million - $8.19 Million	153,374 New	153,374 $7.74 Million

Others Institutions Holding VEA

# of Institutions

2,702

Shares Held

2.24B

Call Options Held

257K

Put Options Held

199K

View Full List

About VANGUARD FTSE DEVELOPED MARKET

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Roberts Wealth Advisors, LLC Vanguard Ftse Developed Market Transaction History