Roberts Wealth Advisors, LLC Vanguard Ftse Developed Market Transaction History
Roberts Wealth Advisors, LLC
- $354 Million
- Q3 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 151,430 shares of VEA stock, worth $9.14 Million. This represents 2.56% of its overall portfolio holdings.
Number of Shares
151,430
Previous 151,516
0.06%
Holding current value
$9.14 Million
Previous $8.64 Million
5.05%
% of portfolio
2.56%
Previous 2.66%
Shares
17 transactions
Others Institutions Holding VEA
# of Institutions
2,831Shares Held
2.31BCall Options Held
349KPut Options Held
119K-
Bank Of America Corp Charlotte, NC195MShares$11.7 Billion0.83% of portfolio
-
Betterment LLC New York, NY134MShares$8.09 Billion16.28% of portfolio
-
Creative Planning Overland Park, KS132MShares$7.97 Billion6.49% of portfolio
-
Envestnet Asset Management Inc99.7MShares$6.02 Billion1.74% of portfolio
-
Morgan Stanley New York, NY65.8MShares$3.97 Billion0.25% of portfolio