Roberts Wealth Advisors, LLC Vanguard Bd Index Fds Transaction History

Roberts Wealth Advisors, LLC

  • $325 Million
  • Q2 2025

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 199,397 shares of VUSB stock, worth $0. This represents 0.0% of its overall portfolio holdings.

Number of Shares
199,397
Previous 271,379 26.52%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 22, 2025
SELL
N/A
-71,982 Reduced 26.52%
199,397 $0
Q1 2025

Apr 21, 2025
SELL
N/A
-28,797 Reduced 9.59%
271,379 $0
Q4 2024

Jan 16, 2025
BUY
N/A
108,768 Added 56.83%
300,176 $0
Q3 2024

Oct 15, 2024
BUY
N/A
19,700 Added 11.47%
191,408 $0
Q2 2024

Aug 13, 2024
BUY
N/A
59,741 Added 53.36%
171,708 $0
Q1 2024

Apr 17, 2024
BUY
N/A
49,102 Added 78.11%
111,967 $0
Q4 2023

Jan 17, 2024
BUY
N/A
6,203 Added 10.95%
62,865 $9.34 Million
Q3 2023

Oct 17, 2023
BUY
N/A
56,662 New
56,662 $0

Others Institutions Holding VUSB

# of Institutions
375
Shares Held
56.5M
Call Options Held
0
Put Options Held
0
View Full List

About VANGUARD BD INDEX FDS

VUSB Quotes by TradingView
  • Ticker VUSB
More about VUSB
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