Rooted Wealth Advisors, Inc. Vaneck High Yield Muni ETF Transaction History

Rooted Wealth Advisors, Inc.

$275 Million
Q2 2025

A detailed history of Rooted Wealth Advisors, Inc. transactions in Vaneck High Yield Muni ETF stock. As of the latest transaction made, Rooted Wealth Advisors, Inc. holds 19,338 shares of HYD stock, worth $951,429. This represents 0.35% of its overall portfolio holdings.

Number of Shares

19,338

Previous 19,172 0.87%

Holding current value

$951,429

Previous $978,000 0.82%

% of portfolio

0.35%

Previous 0.41%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 14, 2025	BUY	$49.08 - $51.35 $8,147 - $8,524	166 Added 0.87%	19,338 $970,000
Q1 2025 Apr 08, 2025	SELL	$50.79 - $52.53 $1,828 - $1,891	-36 Reduced 0.19%	19,172 $978,000
Q4 2024 Jan 30, 2025	SELL	$51.09 - $53.06 $11,393 - $11,832	-223 Reduced 1.15%	19,208 $996,000
Q3 2024 Nov 12, 2024	SELL	$51.46 - $53.07 $15,180 - $15,655	-295 Reduced 1.5%	19,431 $1.02 Million
Q2 2024 Jul 25, 2024	BUY	$51.05 - $52.32 $324,729 - $332,807	6,361 Added 47.59%	19,726 $1.03 Million
Q1 2024 Apr 17, 2024	BUY	$50.72 - $52.26 $4,412 - $4,546	87 Added 0.66%	13,365 $691,000
Q4 2023 Feb 07, 2024	BUY	$47.58 - $51.74 $631,767 - $687,003	13,278 New	13,278 $681,000

Others Institutions Holding HYD

# of Institutions

370

Shares Held

43.6M

Call Options Held

96.4K

Put Options Held

193K

View Full List

About VANECK HIGH YIELD MUNI ETF

Ticker HYD
Sector ETFs
Industry ETFs

More about HYD

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Rooted Wealth Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Rooted Wealth Advisors, Inc. with notifications on news.

Account

Rooted Wealth Advisors, Inc. Vaneck High Yield Muni ETF Transaction History