Vanguard Energy ETF shares owned by Roberts Wealth Advisors
Quarter-by-quarter ownership of Vanguard Energy ETF (VDE) shares owned by Roberts Wealth Advisors
from 13F filings
Historical chart of Roberts Wealth Advisors investment in Vanguard Energy ETF
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Quarterly reported holdings in Vanguard Energy ETF by Roberts Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $201k | 1.6k | 127.24 |
| 2024-03-31 | $210k | 1.6k | 132.67 |
| 2023-09-30 | $251k | 2.0k | 126.41 |
| 2023-06-30 | $225k | 2.0k | 112.89 |
| 2023-03-31 | $233k | 2.0k | 117.34 |
| 2022-12-31 | $232k | 2.0k | 116.47 |
| 2022-09-30 | $236k | 2.0k | 115.74 |
| 2022-06-30 | $237k | 2.4k | 98.54 |
| 2022-03-31 | $282k | 2.6k | 108.25 |
| 2021-12-31 | $253k | 3.2k | 80.04 |
| 2021-09-30 | $245k | 3.3k | 74.00 |