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

Rooted Wealth Advisors, Inc.

  • $227 Million
  • Q2 2024

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 10,428 shares of VO stock, worth $2.75 Million. This represents 1.15% of its overall portfolio holdings.

Number of Shares
10,428
Previous 9,600 8.63%
Holding current value
$2.75 Million
Previous $2.36 Million 10.21%
% of portfolio
1.15%
Previous 1.16%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
2,018
Shares Held
171M
Call Options Held
58.4K
Put Options Held
26K
View Full List

About VANGUARD MID-CAP ETF

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