Roberts Wealth Advisors, LLC Vanguard Bd Index Fds Transaction History
Roberts Wealth Advisors, LLC
- $261 Million
- Q1 2024
A detailed history of Roberts Wealth Advisors, LLC transactions in Vanguard Bd Index Fds stock. As of the latest transaction made, Roberts Wealth Advisors, LLC holds 111,967 shares of VUSB stock, worth $0. This represents 0.0% of its overall portfolio holdings.
Number of Shares
111,967
Previous 62,865
78.11%
Holding current value
$0
Previous $9.34 Million
100.0%
% of portfolio
0.0%
Previous 1.45%
Shares
3 transactions
Others Institutions Holding VUSB
# of Institutions
316Shares Held
43.5MCall Options Held
0Put Options Held
0-
Jpmorgan Chase & CO New York, NY15.9MShares$00.0% of portfolio
-
Wharton Business Group, LLC Malvern, PA4.49MShares$010.7% of portfolio
-
Ronald Blue Trust, Inc. Brentwood, TN1.5MShares$00.0% of portfolio
-
Jim Simons Renaissance Technologies LLC | New York, Ny1.46MShares$00.11% of portfolio
-
Wells Fargo & Company San Francisco, CA1.22MShares$00.0% of portfolio