Rooted Wealth Advisors, Inc. Vanguard Sht Term Corp Bd ETF Transaction History
Rooted Wealth Advisors, Inc.
- $227 Million
- Q2 2024
A detailed history of Rooted Wealth Advisors, Inc. transactions in Vanguard Sht Term Corp Bd ETF stock. As of the latest transaction made, Rooted Wealth Advisors, Inc. holds 35,555 shares of VCSH stock, worth $2.8 Million. This represents 1.22% of its overall portfolio holdings.
Number of Shares
35,555
Previous 49,729
28.5%
Holding current value
$2.8 Million
Previous $3.83 Million
27.71%
% of portfolio
1.22%
Previous 1.88%
Shares
6 transactions
Others Institutions Holding VCSH
# of Institutions
1,338Shares Held
314MCall Options Held
6.5KPut Options Held
2.7K-
Bank Of America Corp Charlotte, NC51.3MShares$4.04 Billion0.35% of portfolio
-
Prudential PLC London, England, X021.9MShares$1.73 Billion11.89% of portfolio
-
Morgan Stanley New York, NY17MShares$1.34 Billion0.1% of portfolio
-
Japan Science & Technology Agency Tokyo, M016MShares$1.26 Billion17.22% of portfolio
-
Envestnet Asset Management Inc8.44MShares$665 Million0.23% of portfolio