Roberts Wealth Advisors, LLC Vanguard Bd Index Fds Transaction History
Roberts Wealth Advisors, LLC
- $303 Million
- Q4 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 300,176 shares of VUSB stock, worth $0. This represents 0.0% of its overall portfolio holdings.
Number of Shares
300,176
Previous 191,408
56.83%
Holding current value
$0
Previous $0
NaN%
% of portfolio
0.0%
Previous 0.0%
Shares
6 transactions
Others Institutions Holding VUSB
# of Institutions
322Shares Held
47.8MCall Options Held
0Put Options Held
0-
Jpmorgan Chase & CO New York, NY18.9MShares$00.0% of portfolio
-
Axiom Advisory, LLC San Diego, CA1.74MShares$00.0% of portfolio
-
Ronald Blue Trust, Inc. Brentwood, TN1.55MShares$00.0% of portfolio
-
Jim Simons Renaissance Technologies LLC | New York, Ny1.5MShares$00.0% of portfolio
-
Wharton Business Group, LLC Malvern, PA1.48MShares$03.32% of portfolio