Roberts Wealth Advisors, LLC Vanguard Mid Cap ETF Transaction History

Roberts Wealth Advisors, LLC

  • $293 Million
  • Q3 2024

A detailed history of Roberts Wealth Advisors, LLC transactions in Vanguard Mid Cap ETF stock. As of the latest transaction made, Roberts Wealth Advisors, LLC holds 956 shares of VO stock, worth $261,504. This represents 0.09% of its overall portfolio holdings.

Number of Shares
956
Previous 956 -0.0%
Holding current value
$261,504
Previous $231,000 9.09%
% of portfolio
0.09%
Previous 0.08%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 17, 2024
BUY
$225.86 - $249.86 $215,922 - $238,866
956 New
956 $238,000
Q2 2023

Jul 12, 2023
BUY
$203.43 - $220.16 $194,479 - $210,472
956 New
956 $210,000

Others Institutions Holding VO

# of Institutions
2,092
Shares Held
173M
Call Options Held
57K
Put Options Held
93.7K
View Full List

About VANGUARD MID-CAP ETF

VO Quotes by TradingView
  • Ticker VO
  • Sector ETFs
  • Industry ETFs
More about VO
Track This Portfolio

Track Roberts Wealth Advisors, LLC Portfolio

Follow Roberts Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Roberts Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Roberts Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email