Rooted Wealth Advisors, Inc. Vanguard Intermediate Term Cor Transaction History

Rooted Wealth Advisors, Inc.

$224 Million
Q3 2024

A detailed history of Rooted Wealth Advisors, Inc. transactions in Vanguard Intermediate Term Cor stock. As of the latest transaction made, Rooted Wealth Advisors, Inc. holds 33,062 shares of VCIT stock, worth $2.65 Million. This represents 1.22% of its overall portfolio holdings.

Number of Shares

33,062

Previous 85,189 61.19%

Holding current value

$2.65 Million

Previous $6.9 Million 60.46%

% of portfolio

1.22%

Previous 3.04%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 12, 2024	SELL	$79.29 - $84.02 $4.13 Million - $4.38 Million	-52,127 Reduced 61.19%	33,062 $2.73 Million
Q2 2024 Jul 25, 2024	BUY	$77.99 - $80.49 $811,329 - $837,337	10,403 Added 13.91%	85,189 $6.9 Million
Q1 2024 Apr 17, 2024	BUY	$79.39 - $81.28 $147,427 - $150,936	1,857 Added 2.55%	74,786 $5.95 Million
Q4 2023 Feb 07, 2024	BUY	$73.81 - $81.64 $445,148 - $492,370	6,031 Added 9.02%	72,929 $5.87 Million
Q3 2023 Nov 21, 2023	BUY	$75.83 - $79.4 $4.34 Million - $4.54 Million	57,181 Added 588.46%	66,898 $5.18 Million
Q2 2023 Aug 03, 2023	BUY	$78.33 - $80.78 $543,531 - $560,532	6,939 Added 249.78%	9,717 $760,000
Q1 2023 Apr 26, 2023	BUY	$77.23 - $81.35 $214,544 - $225,990	2,778 New	2,778 $223,000

Others Institutions Holding VCIT

# of Institutions

1,171

Shares Held

485M

Call Options Held

37.7K

Put Options Held

125K

View Full List

About VANGUARD INTERMEDIATE-TERM COR

Ticker VCIT
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Rooted Wealth Advisors, Inc. Vanguard Intermediate Term Cor Transaction History