A detailed history of Root Financial Partners, LLC transactions in Vanguard Total Stock Market Et stock. As of the latest transaction made, Root Financial Partners, LLC holds 41,465 shares of VTI stock, worth $11.7 Million. This represents 2.6% of its overall portfolio holdings.

Number of Shares
41,465
Previous 30,709 35.03%
Holding current value
$11.7 Million
Previous $7.98 Billion 38.98%
% of portfolio
2.6%
Previous 2.37%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 02, 2024

BUY
$245.23 - $269.4 $2.64 Million - $2.9 Million
10,756 Added 35.03%
41,465 $11.1 Billion
Q1 2024

Apr 24, 2024

BUY
$232.77 - $260.14 $1.09 Million - $1.22 Million
4,701 Added 18.08%
30,709 $7.98 Billion
Q4 2023

Jan 29, 2024

BUY
$203.12 - $238.25 $1.43 Million - $1.67 Million
7,025 Added 37.01%
26,008 $6.17 Billion
Q3 2023

Oct 19, 2023

BUY
$211.41 - $228.35 $968,680 - $1.05 Million
4,582 Added 31.82%
18,983 $4.03 Billion
Q2 2023

Jul 26, 2023

BUY
$200.75 - $220.28 $246,721 - $270,724
1,229 Added 9.33%
14,401 $3.17 Billion
Q1 2023

May 11, 2023

BUY
$189.85 - $210.01 $2.5 Million - $2.77 Million
13,172 New
13,172 $2.69 Billion

Others Institutions Holding VTI

About VANGUARD TOTAL STOCK MARKET ET


  • Ticker VTI
  • Sector ETFs
  • Industry Closed-End Fund - Equity
More about VTI
Track This Portfolio

Track Root Financial Partners, LLC Portfolio

Follow Root Financial Partners, LLC and customize your updates to receive the information that matters most to you.

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.