Roberts Wealth Advisors, LLC Vanguard Index Fds S&P 500 ETF Transaction History

Roberts Wealth Advisors, LLC

  • $303 Million
  • Q4 2024

A detailed history of Roberts Wealth Advisors, LLC transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Roberts Wealth Advisors, LLC holds 1,250 shares of VOO stock, worth $698,762. This represents 0.22% of its overall portfolio holdings.

Number of Shares
1,250
Holding current value
$698,762
% of portfolio
0.22%

Shares

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

Jan 16, 2025
BUY
$521.84 - $558.82 $652,300 - $698,525
1,250 New
1,250 $673,000
Q4 2021

Jan 12, 2022
SELL
$394.21 - $439.01 $794,333 - $884,605
-2,015 Closed
0 $0
Q3 2021

Oct 12, 2021
BUY
$390.68 - $416.73 $787,220 - $839,710
2,015 New
2,015 $795,000

Others Institutions Holding VOO

# of Institutions
3,215
Shares Held
390M
Call Options Held
2.09M
Put Options Held
2.68M
View Full List

About VANGUARD INDEX FDS S&P 500 ETF

VOO Quotes by TradingView
  • Ticker VOO
  • Sector ETFs
  • Industry ETFs
More about VOO
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