Roberts Wealth Advisors’s Vanguard S&P 500 ETF VOO Stock Holding History

Roberts Wealth Advisors’s Portfolio VOO Stock Details VOO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell
2024 Q4	$681K	Buy
2021 Q4	–	Sell
2021 Q3	$795K	Buy