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 $340,127. This represents 0.06% of its overall portfolio holdings.
Number of Shares
2,430
Previous 2,061
17.9%
Holding current value
$340,127
Previous $276 Million
25.62%
% of portfolio
0.06%
Previous 0.06%
Shares
2 transactions
Others Institutions Holding VFQY
# of Institutions
78Shares Held
1.02MCall Options Held
0Put Options Held
0-
Armbruster Capital Management, Inc.179KShares$25 Million5.11% of portfolio
-
Systelligence, LLC122KShares$17.1 Million4.62% of portfolio
-
Foundations Investment Advisors, LLC105KShares$14.7 Million0.34% of portfolio
-
Cedar Point Capital Partners, LLC Cedar Rapids, IA68KShares$9.51 Million6.67% of portfolio
-
Gyl Financial Synergies, LLC67.4KShares$9.43 Million0.71% of portfolio