Rooted Wealth Advisors, Inc. Vanguard Lg Trm Corp Bd ETF Transaction History

Rooted Wealth Advisors, Inc.

$256 Million
Q4 2024

A detailed history of Rooted Wealth Advisors, Inc. transactions in Vanguard Lg Trm Corp Bd ETF stock. As of the latest transaction made, Rooted Wealth Advisors, Inc. holds 2,826 shares of VCLT stock, worth $213,419. This represents 0.08% of its overall portfolio holdings.

Number of Shares

2,826

Previous 3,750 24.64%

Holding current value

$213,419

Previous $297,000 29.97%

% of portfolio

0.08%

Previous 0.13%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 30, 2025	SELL	$74.68 - $81.45 $69,004 - $75,259	-924 Reduced 24.64%	2,826 $208,000
Q3 2024 Nov 12, 2024	SELL	$74.85 - $82.2 $29,490 - $32,386	-394 Reduced 9.51%	3,750 $297,000
Q2 2024 Jul 25, 2024	BUY	$73.79 - $77.66 $17,045 - $17,939	231 Added 5.9%	4,144 $321,000
Q1 2024 Apr 17, 2024	BUY	$76.25 - $80.1 $27,983 - $29,396	367 Added 10.35%	3,913 $300,000
Q4 2023 Feb 07, 2024	BUY	$67.66 - $81.06 $239,922 - $287,438	3,546 New	3,546 $279,000

Others Institutions Holding VCLT

# of Institutions

363

Shares Held

136M

Call Options Held

52.4K

Put Options Held

58K

View Full List

About VANGUARD LG-TRM CORP BD ETF

Ticker VCLT
Sector ETFs
Industry ETFs

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Rooted Wealth Advisors, Inc. Vanguard Lg Trm Corp Bd ETF Transaction History