Rooted Wealth Advisors, Inc. Vanguard Sht Term Corp Bd ETF Transaction History

Rooted Wealth Advisors, Inc.

$224 Million
Q3 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 2,908 shares of VCSH stock, worth $226,416. This represents 0.1% of its overall portfolio holdings.

Number of Shares

2,908

Previous 35,555 91.82%

Holding current value

$226,416

Previous $2.77 Million 91.72%

% of portfolio

0.1%

Previous 1.22%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 12, 2024	SELL	$76.94 - $79.54 $2.51 Million - $2.6 Million	-32,647 Reduced 91.82%	2,908 $229,000
Q2 2024 Jul 25, 2024	SELL	$76.35 - $77.35 $1.08 Million - $1.1 Million	-14,174 Reduced 28.5%	35,555 $2.77 Million
Q1 2024 Apr 17, 2024	BUY	$76.87 - $77.64 $93,627 - $94,565	1,218 Added 2.51%	49,729 $3.83 Million
Q4 2023 Feb 07, 2024	BUY	$74.49 - $77.37 $362,840 - $376,869	4,871 Added 11.16%	48,511 $3.75 Million
Q3 2023 Nov 21, 2023	SELL	$74.99 - $75.99 $552,376 - $559,742	-7,366 Reduced 14.44%	43,640 $3.31 Million
Q2 2023 Aug 03, 2023	BUY	$75.46 - $76.54 $3.41 Million - $3.46 Million	45,160 Added 772.49%	51,006 $3.84 Million
Q1 2023 Apr 26, 2023	BUY	$74.76 - $76.57 $437,046 - $447,628	5,846 New	5,846 $446,000

Others Institutions Holding VCSH

# of Institutions

1,360

Shares Held

311M

Call Options Held

7.7K

Put Options Held

5.1K

View Full List

About VANGUARD SHT-TERM CORP BD ETF

Ticker VCSH
Sector ETFs
Industry ETFs

More about VCSH

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Rooted Wealth Advisors, Inc. Vanguard Sht Term Corp Bd ETF Transaction History