Roberts Wealth Advisors, LLC Vanguard Utilities ETF Transaction History

Roberts Wealth Advisors, LLC

  • $303 Million
  • Q4 2024

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 1,679 shares of VPU stock, worth $285,715. This represents 0.09% of its overall portfolio holdings.

Number of Shares
1,679
Holding current value
$285,715
% of portfolio
0.09%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
604
Shares Held
12.3M
Call Options Held
39.2K
Put Options Held
20.4K
View Full List

About VANGUARD UTILITIES ETF

VPU Quotes by TradingView
  • Ticker VPU
  • Sector ETFs
  • Industry ETFs
More about VPU
Track This Portfolio

Track Roberts Wealth Advisors, LLC Portfolio

Follow Roberts Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Roberts Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Roberts Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email