Roberts Wealth Advisors, LLC VB Holdings History
Roberts Wealth Advisors, LLC's Vanguard Small Cap ETF Holding Summary
As of 2025-03-31, Roberts Wealth Advisors, LLC held 47,505.00 shares of Vanguard Small Cap ETF(VB), totaling $10.53 Mil. This investment constitutes 3.25% of their stock portfolio, and Roberts Wealth Advisors, LLC now holds 0.02% of the outstanding Vanguard Small Cap ETF(VB) stock.
The initial trade took place in 2021Q3. And since then Roberts Wealth Advisors, LLC has made 11 purchases of VB, at an average price of $219.20, for a total of 57,355.00 shares. In addition, there have been 3 sales at an average price of $216.36 for 9,850.00 shares. Based on historical transaction data and VB's current price of $243.27, Roberts Wealth Advisors, LLC's estimated gain on his VB holdings is $1.12 Mil, reflecting a 8.87% gain to date.
Roberts Wealth Advisors, LLC VB ($243.27) Holding Chart
Roberts Wealth Advisors, LLC VB ($243.27) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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