Root Financial Partners, LLC Vanguard Small Cap ETF Transaction History

Root Financial Partners, LLC

$807 Billion
Q4 2024

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 5,946 shares of VB stock, worth $1.46 Million. This represents 0.18% of its overall portfolio holdings.

Number of Shares

5,946

Previous 4,777 24.47%

Holding current value

$1.46 Million

Previous $1.13 Billion 26.1%

% of portfolio

0.18%

Previous 0.18%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

2,316

Shares Held

161M

Call Options Held

74.8K

Put Options Held

50.8K

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About VANGUARD SMALL-CAP ETF

Ticker VB
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Root Financial Partners, LLC Vanguard Small Cap ETF Transaction History