Root Financial Partners, LLC Vanguard Wellington Fd U S Qua Transaction History

Root Financial Partners, LLC

  • $807 Billion
  • Q4 2024

A detailed history of Root Financial Partners, LLC transactions in Vanguard Wellington Fd U S Qua stock. As of the latest transaction made, Root Financial Partners, LLC holds 2,534 shares of VFQY stock, worth $367,886. This represents 0.04% of its overall portfolio holdings.

Number of Shares
2,534
Previous 2,430 4.28%
Holding current value
$367,886
Previous $347 Million 2.84%
% of portfolio
0.04%
Previous 0.06%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 29, 2025
BUY
$139.44 - $150.37 $14,501 - $15,638
104 Added 4.28%
2,534 $357 Million
Q3 2024

Oct 31, 2024
BUY
$130.03 - $143.03 $47,981 - $52,778
369 Added 17.9%
2,430 $347 Million
Q2 2024

Aug 02, 2024
BUY
$128.05 - $136.02 $263,911 - $280,337
2,061 New
2,061 $276 Million

Others Institutions Holding VFQY

# of Institutions
86
Shares Held
1.23M
Call Options Held
0
Put Options Held
0
View Full List

About VANGUARD WELLINGTON FD U S QUA

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