Root Financial Partners, LLC Vanguard Small Cap Value ETF Transaction History

Root Financial Partners, LLC

  • $625 Billion
  • Q3 2024

A detailed history of Root Financial Partners, LLC transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Root Financial Partners, LLC holds 2,090 shares of VBR stock, worth $447,301. This represents 0.07% of its overall portfolio holdings.

Number of Shares
2,090
Holding current value
$447,301
% of portfolio
0.07%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 31, 2024
BUY
$179.99 - $201.6 $376,179 - $421,344
2,090 New
2,090 $420 Million
Q4 2023

Jan 29, 2024
BUY
$149.18 - $181.94 $177,971 - $217,054
1,193 New
1,193 $215 Million
Q1 2023

May 11, 2023
BUY
$150.22 - $177.69 $281,211 - $332,635
1,872 New
1,872 $297 Million

Others Institutions Holding VBR

# of Institutions
1,541
Shares Held
92.3M
Call Options Held
53.2K
Put Options Held
22.2K
View Full List

About VANGUARD SMALL-CAP VALUE ETF

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