Roberts Wealth Advisors, LLC Vanguard Ftse Emerging Mkts Et Transaction History

Roberts Wealth Advisors, LLC

$303 Million
Q4 2024

A detailed history of Roberts Wealth Advisors, LLC transactions in Vanguard Ftse Emerging Mkts Et stock. As of the latest transaction made, Roberts Wealth Advisors, LLC holds 156,152 shares of VWO stock, worth $6.89 Million. This represents 2.27% of its overall portfolio holdings.

Number of Shares

156,152

Previous 145,173 7.56%

Holding current value

$6.89 Million

Previous $6.95 Million 1.01%

% of portfolio

2.27%

Previous 2.37%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 16, 2025	BUY	$44.04 - $49.49 $483,515 - $543,350	10,979 Added 7.56%	156,152 $6.88 Million
Q3 2024 Oct 15, 2024	BUY	$41.9 - $48.26 $209,122 - $240,865	4,991 Added 3.56%	145,173 $6.95 Million
Q2 2024 Aug 13, 2024	BUY	$40.83 - $44.89 $386,578 - $425,018	9,468 Added 7.24%	140,182 $6.13 Million
Q1 2024 Apr 17, 2024	BUY	$39.04 - $42.23 $347,729 - $376,142	8,907 Added 7.31%	130,714 $5.46 Million
Q4 2023 Jan 17, 2024	BUY	$37.74 - $41.31 $438,953 - $480,476	11,631 Added 10.56%	121,807 $14.7 Million
Q3 2023 Oct 17, 2023	BUY	$39.04 - $43.07 $80,227 - $88,508	2,055 Added 1.9%	110,176 $4.32 Million
Q2 2023 Jul 12, 2023	BUY	$39.05 - $42.09 $132,379 - $142,685	3,390 Added 3.24%	108,121 $4.4 Million
Q1 2023 Apr 11, 2023	BUY	$38.45 - $43.18 $110,197 - $123,753	2,866 Added 2.81%	104,731 $4.23 Million
Q4 2022 Jan 10, 2023	SELL	$35.32 - $40.67 $1.17 Million - $1.35 Million	-33,191 Reduced 24.58%	101,865 $0
Q3 2022 Oct 13, 2022	BUY	$36.49 - $42.54 $194,199 - $226,397	5,322 Added 4.1%	135,056 $5.12 Million
Q2 2022 Jul 11, 2022	BUY	$40.48 - $47.83 $183,941 - $217,339	4,544 Added 3.63%	129,734 $5.39 Million
Q1 2022 Apr 12, 2022	BUY	$42.79 - $51.23 $306,804 - $367,319	7,170 Added 6.08%	125,190 $5.89 Million
Q4 2021 Jan 12, 2022	BUY	$47.81 - $52.33 $812,052 - $888,825	16,985 Added 16.81%	118,020 $5.88 Million
Q3 2021 Oct 12, 2021	BUY	$49.35 - $54.02 $4.99 Million - $5.46 Million	101,035 New	101,035 $5.05 Million

Others Institutions Holding VWO

# of Institutions

2,292

Shares Held

1.26B

Call Options Held

1.38M

Put Options Held

2.01M

View Full List

About VANGUARD FTSE EMERGING MKTS ET

Ticker VWO
Sector ETFs
Industry ETFs

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Roberts Wealth Advisors, LLC Vanguard Ftse Emerging Mkts Et Transaction History