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

Roberts Wealth Advisors, LLC

  • $293 Million
  • Q3 2024

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 806 shares of VOOG stock, worth $289,362. This represents 0.1% of its overall portfolio holdings.

Number of Shares
806
Previous 983 18.01%
Holding current value
$289,362
Previous $327,000 14.98%
% of portfolio
0.1%
Previous 0.12%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
537
Shares Held
11.2M
Call Options Held
27K
Put Options Held
31.3K
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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