Rooted Wealth Advisors, Inc. Vanguard Small Cap Value ETF Transaction History
Rooted Wealth Advisors, Inc.
- $256 Million
- Q4 2024
A detailed history of Rooted Wealth Advisors, Inc. transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Rooted Wealth Advisors, Inc. holds 2,156 shares of VBR stock, worth $403,667. This represents 0.17% of its overall portfolio holdings.
Number of Shares
2,156
Previous 2,159
0.14%
Holding current value
$403,667
Previous $428,000
-0.0%
% of portfolio
0.17%
Previous 0.19%
Shares
9 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