VANGUARD WORLD FDS

Ticker: VDE CUSIP: 92204A306 Class: Com

Roberts Wealth Advisors, LLC's Holding History (CIK: 0001885319)

Note: Option positions (PUT/CALL) are excluded.

Q4 2024
Shares 1,579 Value ($000) $207 Avg Close Range
Q3 2024
Shares 1,579 Value ($000) $201 Avg Close Range
Q1 2024
Shares 1,579 Value ($000) $209 Avg Close Range
Q3 2023
Shares 1,989 Value ($000) $251 Avg Close Range
Q2 2023
Shares 1,989 Value ($000) $225 Avg Close Range
Q1 2023
Shares 1,989 Value ($000) $233 Avg Close Range
Q4 2022
Shares 1,989 Value ($000) $232 Avg Close Range
Q3 2022
Shares 2,039 Value ($000) $236 Avg Close Range
Q2 2022
Shares 2,405 Value ($000) $237 Avg Close Range
Q1 2022
Shares 2,605 Value ($000) $282 Avg Close Range
Q4 2021
Shares 3,161 Value ($000) $253 Avg Close Range
Q3 2021
Shares 3,311 Value ($000) $245 Avg Close Range