Roberts Wealth Advisors, LLC VUSB Holdings History
Roberts Wealth Advisors, LLC's Vanguard Ultra-Short Bond ETF Holding Summary
As of 2025-03-31, Roberts Wealth Advisors, LLC held 271,379.00 shares of Vanguard Ultra-Short Bond ETF(VUSB), totaling $13.53 Mil. This investment constitutes 4.17% of their stock portfolio, and Roberts Wealth Advisors, LLC now holds 0.29% of the outstanding Vanguard Ultra-Short Bond ETF(VUSB) stock.
The initial trade took place in 2023Q3. And since then Roberts Wealth Advisors, LLC has made 6 purchases of VUSB, at an average price of $49.49, for a total of 300,176.00 shares. In addition, there have been 1 sales at an average price of $49.73 for 28,797.00 shares. Based on historical transaction data and VUSB's current price of $49.79, Roberts Wealth Advisors, LLC's estimated gain on his VUSB holdings is $88,072.05, reflecting a 0.59% gain to date.
Roberts Wealth Advisors, LLC VUSB ($49.79) Holding Chart
Roberts Wealth Advisors, LLC VUSB ($49.79) 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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