Rooted Wealth Advisors, Inc. Vanguard Mid Cap ETF Transaction History

Rooted Wealth Advisors, Inc.

$239 Million
Q1 2025

A detailed history of Rooted Wealth Advisors, Inc. transactions in Vanguard Mid Cap ETF stock. As of the latest transaction made, Rooted Wealth Advisors, Inc. holds 39,779 shares of VO stock, worth $10.2 Million. This represents 4.27% of its overall portfolio holdings.

Number of Shares

39,779

Previous 41,165 3.37%

Holding current value

$10.2 Million

Previous $10.9 Million 6.47%

% of portfolio

4.27%

Previous 4.28%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 08, 2025	SELL	$251.87 - $277.95 $349,091 - $385,238	-1,386 Reduced 3.37%	39,779 $10.2 Million
Q4 2024 Jan 30, 2025	BUY	$261.5 - $284.63 $10.5 Million - $11.5 Million	40,284 Added 4572.53%	41,165 $10.9 Million
Q3 2024 Nov 12, 2024	SELL	$237.84 - $263.83 $2.27 Million - $2.52 Million	-9,547 Reduced 91.55%	881 $230,000
Q2 2024 Jul 25, 2024	BUY	$234.99 - $248.98 $194,571 - $206,155	828 Added 8.63%	10,428 $2.6 Million
Q1 2024 Apr 17, 2024	SELL	$225.86 - $249.86 $1.08 Million - $1.2 Million	-4,798 Reduced 33.32%	9,600 $2.36 Million
Q4 2023 Feb 07, 2024	BUY	$195.66 - $233.95 $386,624 - $462,285	1,976 Added 15.91%	14,398 $3.34 Million
Q3 2023 Nov 21, 2023	BUY	$206.6 - $228.23 $2.16 Million - $2.39 Million	10,454 Added 531.2%	12,422 $2.66 Million
Q2 2023 Aug 03, 2023	BUY	$203.43 - $220.16 $400,350 - $433,274	1,968 New	1,968 $433,000
Q4 2022 Feb 13, 2023	BUY	$186.57 - $217.26 $1.23 Million - $1.43 Million	6,604 New	6,604 $1.35 Million

Others Institutions Holding VO

# of Institutions

2,312

Shares Held

189M

Call Options Held

55.1K

Put Options Held

17.1K

View Full List

About VANGUARD MID-CAP ETF

Ticker VO
Sector ETFs
Industry ETFs

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Rooted Wealth Advisors, Inc. Vanguard Mid Cap ETF Transaction History