Root Financial Partners, LLC Vanguard Value ETF Transaction History

Root Financial Partners, LLC

$807 Billion
Q4 2024

A detailed history of Root Financial Partners, LLC transactions in Vanguard Value ETF stock. As of the latest transaction made, Root Financial Partners, LLC holds 18,232 shares of VTV stock, worth $3.22 Million. This represents 0.38% of its overall portfolio holdings.

Number of Shares

18,232

Previous 10,313 76.79%

Holding current value

$3.22 Million

Previous $1.8 Billion 71.45%

% of portfolio

0.38%

Previous 0.29%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 29, 2025	BUY	$168.32 - $181.87 $1.33 Million - $1.44 Million	7,919 Added 76.79%	18,232 $3.09 Billion
Q3 2024 Oct 31, 2024	BUY	$159.75 - $174.57 $533,565 - $583,063	3,340 Added 47.9%	10,313 $1.8 Billion
Q2 2024 Aug 02, 2024	BUY	$154.57 - $163.65 $272,816 - $288,842	1,765 Added 33.89%	6,973 $1.12 Billion
Q1 2024 Apr 24, 2024	SELL	$147.46 - $162.86 $119,737 - $132,242	-812 Reduced 13.49%	5,208 $848 Million
Q4 2023 Jan 29, 2024	BUY	$131.82 - $149.95 $26,891 - $30,589	204 Added 3.51%	6,020 $900 Million
Q3 2023 Oct 19, 2023	BUY	$137.93 - $147.18 $181,653 - $193,836	1,317 Added 29.27%	5,816 $802 Million
Q2 2023 Jul 26, 2023	SELL	$134.74 - $142.42 $136,895 - $144,698	-1,016 Reduced 18.42%	4,499 $639 Million
Q1 2023 May 11, 2023	BUY	$132.13 - $144.96 $728,696 - $799,454	5,515 New	5,515 $762 Million

Others Institutions Holding VTV

# of Institutions

2,369

Shares Held

520M

Call Options Held

250K

Put Options Held

265K

View Full List

About VANGUARD VALUE ETF

Ticker VTV
Sector ETFs
Industry ETFs

More about VTV

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Root Financial Partners, LLC Vanguard Value ETF Transaction History