RWA
Roberts Wealth Advisors’s Vanguard S&P 500 Value ETF VOOV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $392K | Buy |
2,076
+5
| +0.2% | +$944 | 0.11% | 80 |
|
|
2025
Q1 | $381K | Buy |
2,071
+298
| +17% | +$54.9K | 0.12% | 84 |
|
|
2024
Q4 | $330K | Buy |
1,773
+312
| +21% | +$58.1K | 0.1% | 86 |
|
|
2024
Q3 | $276K | Sell |
1,461
-238
| -14% | -$45K | 0.09% | 88 |
|
|
2024
Q2 | $298K | Buy |
1,699
+60
| +4% | +$10.5K | 0.1% | 86 |
|
|
2024
Q1 | $282K | Buy |
+1,639
| New | +$282K | 0.11% | 88 |
|