Roberts Wealth Advisors, LLC Vanguard S&P 500 Value 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 Value ETF stock. As of the latest transaction made, Roberts Wealth Advisors, LLC holds 1,461 shares of VOOV stock, worth $284,179. This represents 0.1% of its overall portfolio holdings.
Number of Shares
1,461
Previous 1,699
14.01%
Holding current value
$284,179
Previous $298,000
6.71%
% of portfolio
0.1%
Previous 0.11%
Shares
3 transactions
Others Institutions Holding VOOV
# of Institutions
358Shares Held
12.3MCall Options Held
4.3KPut Options Held
1.2K-
Bank Of America Corp Charlotte, NC1.86MShares$361 Million0.03% of portfolio
-
Morgan Stanley New York, NY989KShares$192 Million0.01% of portfolio
-
Ubs Group Ag548KShares$107 Million0.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC502KShares$97.6 Million0.04% of portfolio
-
Jpmorgan Chase & CO New York, NY499KShares$97 Million0.01% of portfolio