Roberts Wealth Advisors, LLC VEA Holdings History
Roberts Wealth Advisors, LLC's Vanguard FTSE Developed Markets ETF Holding Summary
As of 2025-03-31, Roberts Wealth Advisors, LLC held 151,657.00 shares of Vanguard FTSE Developed Markets ETF(VEA), totaling $7.71 Mil. This investment constitutes 2.38% of their stock portfolio, and Roberts Wealth Advisors, LLC now holds 0.01% of the outstanding Vanguard FTSE Developed Markets ETF(VEA) stock.
The initial trade took place in 2021Q3. And since then Roberts Wealth Advisors, LLC has made 8 purchases of VEA, at an average price of $51.17, for a total of 190,049.00 shares. In addition, there have been 6 sales at an average price of $41.61 for 38,392.00 shares. Based on historical transaction data and VEA's current price of $56.64, Roberts Wealth Advisors, LLC's estimated gain on his VEA holdings is $463,142.21, reflecting a 4.76% gain to date.
Roberts Wealth Advisors, LLC VEA ($56.64) Holding Chart
Roberts Wealth Advisors, LLC VEA ($56.64) 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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