Root Financial Partners, LLC Vanguard Small Cap Value ETF Transaction History
Root Financial Partners, LLC
- $807 Billion
- Q4 2024
A detailed history of Root Financial Partners, LLC transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Root Financial Partners, LLC holds 6,614 shares of VBR stock, worth $1.24 Million. This represents 0.16% of its overall portfolio holdings.
Number of Shares
6,614
Previous 2,090
216.46%
Holding current value
$1.24 Million
Previous $420 Million
212.28%
% of portfolio
0.16%
Previous 0.07%
Shares
4 transactions
Others Institutions Holding VBR
# of Institutions
1,709Shares Held
96.2MCall Options Held
56.1KPut Options Held
9.5K-
Bank Of America Corp Charlotte, NC18.5MShares$3.45 Billion0.31% of portfolio
-
Assetmark, Inc4MShares$749 Million2.18% of portfolio
-
Morgan Stanley New York, NY3.86MShares$722 Million0.05% of portfolio
-
Betterment LLC New York, NY3.55MShares$664 Million1.69% of portfolio
-
Jones Financial Companies Lllp2.4MShares$449 Million0.45% of portfolio