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
Quarter Operation Price Per share shares change shares Held SEC Form
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

About VANGUARD WELLINGTON FD U S QUA


  • Ticker VFQY
  • Sector ETFs
  • Industry ETFs
More about VFQY
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