Roberts Wealth Advisors, LLC Vanguard Utilities ETF Transaction History

Roberts Wealth Advisors, LLC

  • $325 Million
  • Q2 2025

A detailed history of Roberts Wealth Advisors, LLC transactions in Vanguard Utilities ETF stock. As of the latest transaction made, Roberts Wealth Advisors, LLC holds 1,632 shares of VPU stock, worth $300,451. This represents 0.09% of its overall portfolio holdings.

Number of Shares
1,632
Previous 1,632 -0.0%
Holding current value
$300,451
Previous $278,000 3.6%
% of portfolio
0.09%
Previous 0.09%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 21, 2025
SELL
$161.24 - $173.33 $7,578 - $8,146
-47 Reduced 2.8%
1,632 $278,000
Q4 2024

Jan 16, 2025
BUY
$160.52 - $179.11 $269,513 - $300,725
1,679 New
1,679 $274,000
Q3 2023

Oct 17, 2023
SELL
$127.23 - $148.54 $10,941 - $12,774
-86 Reduced 0.67%
12,662 $1.61 Million
Q2 2023

Jul 12, 2023
SELL
$140.07 - $152.05 $73,256 - $79,522
-523 Reduced 3.94%
12,748 $1.81 Million
Q1 2023

Apr 11, 2023
BUY
$139.89 - $156.95 $26,998 - $30,291
193 Added 1.48%
13,271 $1.96 Million
Q4 2022

Jan 10, 2023
SELL
$134.2 - $158.16 $5,368 - $6,326
-40 Reduced 0.3%
13,078 $0
Q3 2022

Oct 13, 2022
BUY
$142.26 - $169.41 $5,263 - $6,268
37 Added 0.28%
13,118 $1.86 Million
Q2 2022

Jul 11, 2022
BUY
$141.44 - $166.95 $11,315 - $13,356
80 Added 0.62%
13,081 $1.99 Million
Q1 2022

Apr 12, 2022
BUY
$141.64 - $162.04 $7,506 - $8,588
53 Added 0.41%
13,001 $2.13 Million
Q4 2021

Jan 12, 2022
BUY
$139.21 - $156.4 $26,867 - $30,185
193 Added 1.51%
12,948 $2.01 Million
Q3 2021

Oct 12, 2021
BUY
$139.14 - $152.64 $1.77 Million - $1.95 Million
12,755 New
12,755 $1.78 Million

Others Institutions Holding VPU

# of Institutions
670
Shares Held
13M
Call Options Held
60.9K
Put Options Held
4K
View Full List

About VANGUARD UTILITIES ETF

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