Root Financial Partners, LLC Vanguard Wellington Fd U S Qua Transaction History

Root Financial Partners, LLC

$1.62 Trillion
Q3 2025

A detailed history of Root Financial Partners, LLC transactions in Vanguard Wellington Fd U S Qua stock. As of the latest transaction made, Root Financial Partners, LLC holds 6,022 shares of VFQY stock, worth $896,796. This represents 0.06% of its overall portfolio holdings.

Number of Shares

6,022

Previous 2,309 160.81%

Holding current value

$896,796

Previous $332 Million 173.67%

% of portfolio

0.06%

Previous 0.03%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 29, 2025	BUY	$142.94 - $152.69 $530,736 - $566,937	3,713 Added 160.81%	6,022 $908 Million
Q2 2025 Aug 11, 2025	SELL	$118.46 - $143.72 $51,885 - $62,949	-438 Reduced 15.94%	2,309 $332 Million
Q1 2025 Apr 24, 2025	BUY	$131.8 - $147.86 $28,073 - $31,494	213 Added 8.41%	2,747 $367 Million
Q4 2024 Jan 29, 2025	BUY	$139.44 - $150.37 $14,501 - $15,638	104 Added 4.28%	2,534 $357 Million
Q3 2024 Oct 31, 2024	BUY	$130.03 - $143.03 $47,981 - $52,778	369 Added 17.9%	2,430 $347 Million

Q2 2024 Aug 02, 2024	BUY	$128.05 - $136.02 $263,911 - $280,337	2,061 New	2,061 $276 Million

Others Institutions Holding VFQY

# of Institutions

Shares Held

1.14M

Call Options Held

Put Options Held

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About VANGUARD WELLINGTON FD U S QUA

Ticker VFQY
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Root Financial Partners, LLC Vanguard Wellington Fd U S Qua Transaction History