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

Roberts Wealth Advisors, LLC

$325 Million
Q2 2025

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 2,076 shares of VOOV stock, worth $399,505. This represents 0.12% of its overall portfolio holdings.

Number of Shares

2,076

Previous 2,071 0.24%

Holding current value

$399,505

Previous $381,000 2.62%

% of portfolio

0.12%

Previous 0.13%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 22, 2025	BUY	$162.65 - $188.71 $813 - $943	5 Added 0.24%	2,076 $391,000
Q1 2025 Apr 21, 2025	BUY	$179.71 - $192.06 $53,553 - $57,233	298 Added 16.81%	2,071 $381,000
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

437

Shares Held

13.3M

Call Options Held

1.7K

Put Options Held

776

View Full List

About VANGUARD S&P 500 VALUE ETF

Ticker VOOV
Sector ETFs
Industry ETFs

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