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 $285,429. This represents 0.1% of its overall portfolio holdings.
Number of Shares
896
Previous 869
3.11%
Holding current value
$285,429
Previous $318,000
5.97%
% of portfolio
0.1%
Previous 0.11%
Shares
5 transactions
Others Institutions Holding VOOG
# of Institutions
611Shares Held
11.8MCall Options Held
17.1KPut Options Held
10K-
Jpmorgan Chase & CO New York, NY2.43MShares$775 Million0.07% of portfolio
-
Bank Of America Corp Charlotte, NC743KShares$237 Million0.02% of portfolio
-
Morgan Stanley New York, NY705KShares$225 Million0.02% of portfolio
-
Corient Capital Partners, LLC Newport Beach, CA636KShares$203 Million7.92% of portfolio
-
Ubs Group Ag550KShares$175 Million0.04% of portfolio