Root Financial Partners, LLC Vanguard Star Fd Vanguard Tota Transaction History

Root Financial Partners, LLC

$938 Billion
Q1 2025

A detailed history of Root Financial Partners, LLC transactions in Vanguard Star Fd Vanguard Tota stock. As of the latest transaction made, Root Financial Partners, LLC holds 174,533 shares of VXUS stock, worth $11.1 Million. This represents 1.16% of its overall portfolio holdings.

Number of Shares

174,533

Previous 178,556 2.25%

Holding current value

$11.1 Million

Previous $10.5 Billion 3.01%

% of portfolio

1.16%

Previous 1.3%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 24, 2025	SELL	$58.01 - $64.46 $233,374 - $259,322	-4,023 Reduced 2.25%	174,533 $10.8 Billion
Q4 2024 Jan 29, 2025	BUY	$58.88 - $64.8 $5.82 Million - $6.4 Million	98,823 Added 123.94%	178,556 $10.5 Billion
Q3 2024 Oct 31, 2024	BUY	$58.03 - $65.37 $1.28 Million - $1.44 Million	22,088 Added 38.32%	79,733 $5.16 Billion
Q2 2024 Aug 02, 2024	BUY	$57.86 - $62.21 $406,292 - $436,838	7,022 Added 13.87%	57,645 $3.48 Billion
Q1 2024 Apr 24, 2024	BUY	$55.74 - $60.35 $226,081 - $244,779	4,056 Added 8.71%	50,623 $3.05 Billion
Q4 2023 Jan 29, 2024	BUY	$51.06 - $57.96 $460,867 - $523,146	9,026 Added 24.04%	46,567 $2.7 Billion
Q3 2023 Oct 19, 2023	BUY	$53.3 - $58.26 $708,410 - $774,333	13,291 Added 54.81%	37,541 $2.01 Billion
Q2 2023 Jul 26, 2023	BUY	$54.28 - $57.76 $188,243 - $200,311	3,468 Added 16.69%	24,250 $1.36 Billion
Q1 2023 May 11, 2023	BUY	$52.07 - $56.74 $1.08 Million - $1.18 Million	20,782 New	20,782 $1.15 Billion

Others Institutions Holding VXUS

# of Institutions

1,446

Shares Held

360M

Call Options Held

128K

Put Options Held

132K

View Full List

About VANGUARD STAR FD VANGUARD TOTA

Ticker VXUS
Sector ETFs
Industry ETFs

More about VXUS

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 Star Fd Vanguard Tota Transaction History