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

Roberts Wealth Advisors, LLC

  • $303 Million
  • Q4 2024

A detailed history of Roberts Wealth Advisors, LLC transactions in Vanguard S&P 500 Value ETF stock. As of the latest transaction made, Roberts Wealth Advisors, LLC holds 1,773 shares of VOOV stock, worth $337,206. This represents 0.11% of its overall portfolio holdings.

Number of Shares
1,773
Previous 1,461 21.36%
Holding current value
$337,206
Previous $278,000 17.63%
% of portfolio
0.11%
Previous 0.1%

Shares

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

Jan 16, 2025
BUY
$184.21 - $199.29 $57,473 - $62,178
312 Added 21.36%
1,773 $327,000
Q3 2024

Oct 15, 2024
SELL
$175.0 - $190.72 $41,650 - $45,391
-238 Reduced 14.01%
1,461 $278,000
Q2 2024

Aug 13, 2024
BUY
$170.84 - $180.49 $10,250 - $10,829
60 Added 3.66%
1,699 $298,000
Q1 2024

Apr 17, 2024
BUY
$165.39 - $180.47 $271,074 - $295,790
1,639 New
1,639 $295,000

Others Institutions Holding VOOV

# of Institutions
402
Shares Held
13.2M
Call Options Held
0
Put Options Held
0
View Full List

About VANGUARD S&P 500 VALUE ETF

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