Roberts Wealth Advisors, LLC Vanguard Utilities ETF Transaction History

Roberts Wealth Advisors, LLC

$261 Million
Q1 2024

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
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	$143.55 - $158.16 $5,742 - $6,326	-40 Reduced 0.3%	13,078 $0
Q3 2022 Oct 13, 2022	BUY	N/A	37 Added 0.28%	13,118 $1.86 Million

Q2 2022 Jul 11, 2022	BUY	N/A	80 Added 0.62%	13,081 $1.99 Million
Q1 2022 Apr 12, 2022	BUY	N/A	53 Added 0.41%	13,001 $2.13 Million
Q4 2021 Jan 12, 2022	BUY	N/A	193 Added 1.51%	12,948 $2.01 Million
Q3 2021 Oct 12, 2021	BUY	N/A	12,755 New	12,755 $1.78 Million

Others Institutions Holding VPU

# of Institutions

520

Shares Held

12M

Call Options Held

51.1K

Put Options Held

16.2K

About VANGUARD UTILITIES ETF

Ticker VPU
Sector ETFs
Industry ETFs

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