Root Financial Partners, LLC Vanguard Wellington Fd U S Qua Transaction History
Root Financial Partners, LLC
- $625 Billion
- Q3 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 2,430 shares of VFQY stock, worth $358,230. This represents 0.06% of its overall portfolio holdings.
Number of Shares
2,430
Previous 2,061
17.9%
Holding current value
$358,230
Previous $276 Million
25.62%
% of portfolio
0.06%
Previous 0.06%
Shares
2 transactions
Others Institutions Holding VFQY
# of Institutions
83Shares Held
1.11MCall Options Held
0Put Options Held
0-
Armbruster Capital Management, Inc.179KShares$26.4 Million5.11% of portfolio
-
Systelligence, LLC122KShares$18 Million4.62% of portfolio
-
Foundations Investment Advisors, LLC105KShares$15.4 Million0.34% of portfolio
-
Hobart Private Capital, LLC Charlotte, NC100KShares$14.7 Million3.66% of portfolio
-
Lpl Financial LLC Fort Mill, SC72.1KShares$10.6 Million0.0% of portfolio