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

Root Financial Partners, LLC

  • $1.03 Trillion
  • Q2 2025

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 2,309 shares of VFQY stock, worth $347,804. This represents 0.03% of its overall portfolio holdings.

Number of Shares
2,309
Previous 2,747 15.94%
Holding current value
$347,804
Previous $367 Million 9.62%
% of portfolio
0.03%
Previous 0.04%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 11, 2025
SELL
$118.46 - $143.72 $51,885 - $62,949
-438 Reduced 15.94%
2,309 $332 Million
Q1 2025

Apr 24, 2025
BUY
$131.8 - $147.86 $28,073 - $31,494
213 Added 8.41%
2,747 $367 Million
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
96
Shares Held
1.14M
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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