Roberts Wealth Advisors, LLC Vanguard Mid Cap ETF Transaction History

Roberts Wealth Advisors, LLC

  • $303 Million
  • Q4 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 1,547 shares of VO stock, worth $428,936. This represents 0.13% of its overall portfolio holdings.

Number of Shares
1,547
Previous 956 61.82%
Holding current value
$428,936
Previous $252,000 61.9%
% of portfolio
0.13%
Previous 0.09%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 16, 2025
BUY
$261.5 - $284.63 $154,546 - $168,216
591 Added 61.82%
1,547 $408,000
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
2,178
Shares Held
175M
Call Options Held
52.1K
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
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