Roberts Wealth Advisors, LLC VWO Holdings History
Roberts Wealth Advisors, LLC's Vanguard FTSE Emerging Markets ETF Holding Summary
As of 2025-03-31, Roberts Wealth Advisors, LLC held 161,119.00 shares of Vanguard FTSE Emerging Markets ETF(VWO), totaling $7.29 Mil. This investment constitutes 2.25% of their stock portfolio, and Roberts Wealth Advisors, LLC now holds 0.01% of the outstanding Vanguard FTSE Emerging Markets ETF(VWO) stock.
The initial trade took place in 2021Q3. And since then Roberts Wealth Advisors, LLC has made 13 purchases of VWO, at an average price of $47.89, for a total of 194,310.00 shares. In addition, there have been 1 sales at an average price of $37.60 for 33,191.00 shares. Based on historical transaction data and VWO's current price of $50.76, Roberts Wealth Advisors, LLC's estimated gain on his VWO holdings is $119,929.61, reflecting a 1.29% gain to date.
Roberts Wealth Advisors, LLC VWO ($50.76) Holding Chart
Roberts Wealth Advisors, LLC VWO ($50.76) 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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