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

Roberts Wealth Advisors, LLC

  • $299 Million
  • Q1 2025

A detailed history of Roberts Wealth Advisors, LLC transactions in Vanguard S&P 500 Growth ETF stock. As of the latest transaction made, Roberts Wealth Advisors, LLC holds 896 shares of VOOG stock, worth $334,476. This represents 0.1% of its overall portfolio holdings.

Number of Shares
896
Previous 869 3.11%
Holding current value
$334,476
Previous $318,000 5.97%
% of portfolio
0.1%
Previous 0.11%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 21, 2025
BUY
$333.37 - $384.99 $9,000 - $10,394
27 Added 3.11%
896 $299,000
Q4 2024

Jan 16, 2025
BUY
$340.59 - $380.5 $21,457 - $23,971
63 Added 7.82%
869 $318,000
Q3 2024

Oct 15, 2024
SELL
$305.34 - $350.41 $54,045 - $62,022
-177 Reduced 18.01%
806 $278,000
Q2 2024

Aug 13, 2024
BUY
$286.24 - $337.0 $8,300 - $9,773
29 Added 3.04%
983 $327,000
Q1 2024

Apr 17, 2024
BUY
$262.92 - $306.83 $250,825 - $292,715
954 New
954 $290,000

Others Institutions Holding VOOG

# of Institutions
620
Shares Held
11.7M
Call Options Held
18.6K
Put Options Held
11.3K
View Full List

About VANGUARD S&P 500 GROWTH ETF

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