RWA

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

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-1,250	Closed	-$681K	–	107
2024 Q4	$681K	Buy	+1,250	New	+$681K	0.21%	69
2021 Q4	–	Sell	-2,015	Closed	-$795K	–	97
2021 Q3	$795K	Buy	+2,015	New	+$795K	0.31%	68