Root Financial Partners, LLC Vanguard Index Fds S&P 500 ETF Transaction History

Root Financial Partners, LLC

$807 Billion
Q4 2024

A detailed history of Root Financial Partners, LLC transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Root Financial Partners, LLC holds 8,278 shares of VOO stock, worth $4.64 Million. This represents 0.55% of its overall portfolio holdings.

Number of Shares

8,278

Previous 7,051 17.4%

Holding current value

$4.64 Million

Previous $3.72 Billion 19.88%

% of portfolio

0.55%

Previous 0.6%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 29, 2025	BUY	$521.84 - $558.82 $640,297 - $685,672	1,227 Added 17.4%	8,278 $4.46 Billion
Q3 2024 Oct 31, 2024	BUY	$475.2 - $527.7 $196,257 - $217,940	413 Added 6.22%	7,051 $3.72 Billion
Q2 2024 Aug 02, 2024	SELL	$455.1 - $504.28 $680,829 - $754,402	-1,496 Reduced 18.39%	6,638 $3.32 Billion
Q1 2024 Apr 24, 2024	BUY	$429.43 - $481.35 $2.77 Million - $3.11 Million	6,451 Added 383.3%	8,134 $3.91 Billion
Q4 2023 Jan 29, 2024	BUY	$377.32 - $438.19 $177,340 - $205,949	470 Added 38.75%	1,683 $735 Million
Q3 2023 Oct 19, 2023	BUY	$392.7 - $420.68 $2,748 - $2,944	7 Added 0.58%	1,213 $476 Million
Q2 2023 Jul 26, 2023	SELL	$371.44 - $407.28 $133,718 - $146,620	-360 Reduced 22.99%	1,206 $491 Million
Q1 2023 May 11, 2023	BUY	$348.66 - $382.94 $546,001 - $599,684	1,566 New	1,566 $589 Million

Others Institutions Holding VOO

# of Institutions

3,471

Shares Held

473M

Call Options Held

2.41M

Put Options Held

1.46M

View Full List

About VANGUARD INDEX FDS S&P 500 ETF

Ticker VOO
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Root Financial Partners, LLC Vanguard Index Fds S&P 500 ETF Transaction History