Root Financial Partners, LLC Vanguard Small Cap ETF Transaction History

Root Financial Partners, LLC

  • $938 Billion
  • Q1 2025

A detailed history of Root Financial Partners, LLC transactions in Vanguard Small Cap ETF stock. As of the latest transaction made, Root Financial Partners, LLC holds 7,683 shares of VB stock, worth $1.66 Million. This represents 0.18% of its overall portfolio holdings.

Number of Shares
7,683
Previous 5,946 29.21%
Holding current value
$1.66 Million
Previous $1.43 Billion 19.24%
% of portfolio
0.18%
Previous 0.18%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 24, 2025
BUY
$217.89 - $252.64 $378,474 - $438,835
1,737 Added 29.21%
7,683 $1.7 Billion
Q4 2024

Jan 29, 2025
BUY
$233.76 - $261.58 $273,265 - $305,787
1,169 Added 24.47%
5,946 $1.43 Billion
Q3 2024

Oct 31, 2024
BUY
$214.77 - $237.72 $128,862 - $142,632
600 Added 14.36%
4,777 $1.13 Billion
Q2 2024

Aug 02, 2024
BUY
$210.76 - $226.94 $370,516 - $398,960
1,758 Added 72.67%
4,177 $911 Million
Q1 2024

Apr 24, 2024
SELL
$204.0 - $228.59 $3,672 - $4,114
-18 Reduced 0.74%
2,419 $553 Million
Q4 2023

Jan 29, 2024
BUY
$175.26 - $215.9 $15,247 - $18,783
87 Added 3.7%
2,437 $520 Million
Q3 2023

Oct 19, 2023
BUY
$186.24 - $208.75 $99,079 - $111,055
532 Added 29.26%
2,350 $444 Million
Q2 2023

Jul 26, 2023
BUY
$181.26 - $198.89 $16,675 - $18,297
92 Added 5.33%
1,818 $362 Million
Q1 2023

May 11, 2023
BUY
$179.51 - $208.76 $309,834 - $360,319
1,726 New
1,726 $327 Million

Others Institutions Holding VB

# of Institutions
2,348
Shares Held
159M
Call Options Held
74.8K
Put Options Held
50.8K
View Full List

About VANGUARD SMALL-CAP ETF

VB Quotes by TradingView
  • Ticker VB
  • Sector ETFs
  • Industry ETFs
More about VB
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