Rooted Wealth Advisors, Inc. Vanguard Small Cap Value ETF Transaction History

Rooted Wealth Advisors, Inc.

  • $308 Million
  • Q3 2025

A detailed history of Rooted Wealth Advisors, Inc. transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Rooted Wealth Advisors, Inc. holds 2,608 shares of VBR stock, worth $545,019. This represents 0.18% of its overall portfolio holdings.

Number of Shares
2,608
Previous 2,380 9.58%
Holding current value
$545,019
Previous $464,000 17.24%
% of portfolio
0.18%
Previous 0.17%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 20, 2025
BUY
$195.41 - $212.37 $44,553 - $48,420
228 Added 9.58%
2,608 $544,000
Q2 2025

Jul 14, 2025
BUY
$162.76 - $195.77 $38,411 - $46,201
236 Added 11.01%
2,380 $464,000
Q1 2025

Apr 08, 2025
SELL
$183.02 - $207.75 $2,196 - $2,493
-12 Reduced 0.56%
2,144 $397,000
Q4 2024

Jan 30, 2025
SELL
$197.36 - $217.3 $592 - $651
-3 Reduced 0.14%
2,156 $428,000
Q3 2024

Nov 12, 2024
SELL
$179.99 - $201.6 $5,759 - $6,451
-32 Reduced 1.46%
2,159 $428,000
Q2 2024

Jul 25, 2024
SELL
$177.65 - $191.11 $14,567 - $15,671
-82 Reduced 3.61%
2,191 $422,000
Q1 2024

Apr 17, 2024
BUY
$172.45 - $191.88 $14,140 - $15,734
82 Added 3.74%
2,273 $426,000
Q4 2023

Feb 07, 2024
BUY
$149.18 - $181.94 $9,099 - $11,098
61 Added 2.86%
2,191 $384,000
Q3 2023

Nov 21, 2023
BUY
$157.33 - $174.39 $36,500 - $40,458
232 Added 12.22%
2,130 $348,000
Q2 2023

Aug 03, 2023
BUY
$150.74 - $165.4 $11,305 - $12,405
75 Added 4.11%
1,898 $312,000
Q1 2023

Apr 26, 2023
BUY
$150.22 - $177.69 $33,499 - $39,624
223 Added 13.94%
1,823 $286,000
Q4 2022

Feb 13, 2023
BUY
$147.25 - $169.54 $235,600 - $271,264
1,600 New
1,600 $254,000

Others Institutions Holding VBR

# of Institutions
1,765
Shares Held
91M
Call Options Held
58.1K
Put Options Held
3.1K
View Full List

About VANGUARD SMALL-CAP VALUE ETF

VBR Quotes by TradingView
  • Ticker VBR
  • Sector ETFs
  • Industry ETFs
More about VBR
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