Root Financial Partners, LLC Vanguard Growth ETF Transaction History

Root Financial Partners, LLC

$807 Billion
Q4 2024

A detailed history of Root Financial Partners, LLC transactions in Vanguard Growth ETF stock. As of the latest transaction made, Root Financial Partners, LLC holds 9,771 shares of VUG stock, worth $4.16 Million. This represents 0.5% of its overall portfolio holdings.

Number of Shares

9,771

Previous 4,536 115.41%

Holding current value

$4.16 Million

Previous $1.74 Billion 130.26%

% of portfolio

0.5%

Previous 0.28%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 29, 2025	BUY	$378.79 - $428.11 $1.98 Million - $2.24 Million	5,235 Added 115.41%	9,771 $4.01 Billion
Q3 2024 Oct 31, 2024	BUY	$341.08 - $391.94 $990,837 - $1.14 Million	2,905 Added 178.11%	4,536 $1.74 Billion
Q2 2024 Aug 02, 2024	SELL	$322.46 - $377.11 $94,158 - $110,116	-292 Reduced 15.18%	1,631 $610 Million
Q1 2024 Apr 24, 2024	BUY	$301.05 - $346.61 $342,594 - $394,442	1,138 Added 144.97%	1,923 $662 Million
Q4 2023 Jan 29, 2024	BUY	$261.54 - $312.16 $205,308 - $245,045	785 New	785 $244 Million
Q2 2023 Jul 26, 2023	BUY	$243.06 - $282.96 $172,329 - $200,618	709 New	709 $201 Million

Others Institutions Holding VUG

# of Institutions

2,652

Shares Held

261M

Call Options Held

203K

Put Options Held

275K

View Full List

About VANGUARD GROWTH ETF

Ticker VUG
Sector ETFs
Industry ETFs

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Root Financial Partners, LLC Vanguard Growth ETF Transaction History