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

Root Financial Partners, LLC

  • $938 Billion
  • Q1 2025

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 6,613 shares of VBR stock, worth $1.19 Million. This represents 0.13% of its overall portfolio holdings.

Number of Shares
6,613
Previous 6,614 0.02%
Holding current value
$1.19 Million
Previous $1.31 Billion 5.87%
% of portfolio
0.13%
Previous 0.16%

Shares

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

Apr 24, 2025
SELL
$183.02 - $207.75 $183 - $207
-1 Reduced 0.02%
6,613 $1.23 Billion
Q4 2024

Jan 29, 2025
BUY
$197.36 - $217.3 $892,856 - $983,065
4,524 Added 216.46%
6,614 $1.31 Billion
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
1,704
Shares Held
92.7M
Call Options Held
42.9K
Put Options Held
7K
View Full List

About VANGUARD SMALL-CAP VALUE ETF

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