Root Financial Partners, LLC VANGUARD CALIFORNIA TAX-EXEMPT BOND ETF Transaction History

Root Financial Partners, LLC

  • $1.62 Trillion
  • Q3 2025
Number of Shares
22,085
Previous 12,418 77.85%
Holding current value
$2.2 Billion
Previous $1.21 Billion 81.78%
% of portfolio
0.14%
Previous 0.12%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 29, 2025
BUY
N/A
9,667 Added 77.85%
22,085 $2.2 Billion
Q2 2025

Aug 11, 2025
BUY
N/A
3,936 Added 46.4%
12,418 $1.21 Billion
Q1 2025

Apr 24, 2025
BUY
N/A
2,480 Added 41.32%
8,482 $835 Million
Q4 2024

Jan 29, 2025
BUY
N/A
2 Added 0.03%
6,002 $597 Million
Q3 2024

Oct 31, 2024
BUY
N/A
6,000 New
6,000 $608 Million
Track This Portfolio

Track Root Financial Partners, LLC Portfolio

Follow Root Financial Partners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Root Financial Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Root Financial Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email