Root Financial Partners, LLC Vanguard Total Stock Market Et Transaction History

Root Financial Partners, LLC

$938 Billion
Q1 2025

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 78,358 shares of VTI stock, worth $23 Million. This represents 2.3% of its overall portfolio holdings.

Number of Shares

78,358

Previous 72,492 8.09%

Holding current value

$23 Million

Previous $21 Billion 2.54%

% of portfolio

2.3%

Previous 2.6%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 24, 2025	BUY	$271.18 - $303.12 $1.59 Million - $1.78 Million	5,866 Added 8.09%	78,358 $21.5 Billion
Q4 2024 Jan 29, 2025	BUY	$280.04 - $302.45 $5.14 Million - $5.55 Million	18,366 Added 33.93%	72,492 $21 Billion
Q3 2024 Oct 31, 2024	BUY	$255.18 - $283.2 $3.23 Million - $3.59 Million	12,661 Added 30.53%	54,126 $15.3 Billion
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

# of Institutions

3,452

Shares Held

518M

Call Options Held

1.15M

Put Options Held

904K

View Full List

About VANGUARD TOTAL STOCK MARKET ET

Ticker VTI
Sector ETFs
Industry Closed-End Fund - Equity

More about VTI

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 Total Stock Market Et Transaction History