Root Financial Partners, LLC Vanguard Specialized Funds Van Transaction History

Root Financial Partners, LLC

$1.03 Trillion
Q2 2025

A detailed history of Root Financial Partners, LLC transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, Root Financial Partners, LLC holds 9,761 shares of VNQ stock, worth $883,956. This represents 0.08% of its overall portfolio holdings.

Number of Shares

9,761

Previous 15,362 36.46%

Holding current value

$883,956

Previous $1.39 Billion 37.5%

% of portfolio

0.08%

Previous 0.15%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 11, 2025	SELL	$79.79 - $91.42 $446,903 - $512,043	-5,601 Reduced 36.46%	9,761 $869 Million
Q1 2025 Apr 24, 2025	SELL	$85.55 - $94.34 $363,587 - $400,945	-4,250 Reduced 21.67%	15,362 $1.39 Billion
Q4 2024 Jan 29, 2025	BUY	$87.85 - $98.6 $541,419 - $607,671	6,163 Added 45.82%	19,612 $1.75 Billion
Q3 2024 Oct 31, 2024	BUY	$82.97 - $98.97 $445,714 - $531,666	5,372 Added 66.51%	13,449 $1.31 Billion
Q2 2024 Aug 02, 2024	BUY	$78.61 - $85.97 $117,050 - $128,009	1,489 Added 22.6%	8,077 $677 Million
Q1 2024 Apr 24, 2024	BUY	$82.58 - $89.12 $1,403 - $1,515	17 Added 0.26%	6,588 $570 Million
Q4 2023 Jan 29, 2024	SELL	$71.05 - $89.54 $11,865 - $14,953	-167 Reduced 2.48%	6,571 $581 Million
Q3 2023 Oct 19, 2023	BUY	$75.44 - $86.89 $33,646 - $38,752	446 Added 7.09%	6,738 $510 Million
Q2 2023 Jul 26, 2023	SELL	$78.4 - $83.98 $575,848 - $616,833	-7,345 Reduced 53.86%	6,292 $526 Million
Q1 2023 May 11, 2023	BUY	$77.59 - $93.7 $1.06 Million - $1.28 Million	13,637 New	13,637 $1.13 Billion

Others Institutions Holding VNQ

# of Institutions

1,909

Shares Held

251M

Call Options Held

926K

Put Options Held

1.38M

View Full List

About VANGUARD SPECIALIZED FUNDS VAN

Ticker VNQ
Sector ETFs
Industry ETFs

More about VNQ

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Root Financial Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Root Financial Partners, LLC with notifications on news.

Account

Root Financial Partners, LLC Vanguard Specialized Funds Van Transaction History