Rooted Wealth Advisors, Inc. Vanguard Index Fds S&P 500 ETF Transaction History

Rooted Wealth Advisors, Inc.

$224 Million
Q3 2024

A detailed history of Rooted Wealth Advisors, Inc. transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Rooted Wealth Advisors, Inc. holds 75,159 shares of VOO stock, worth $41 Million. This represents 17.5% of its overall portfolio holdings.

Number of Shares

75,159

Previous 74,628 0.71%

Holding current value

$41 Million

Previous $37.9 Million 3.48%

% of portfolio

17.5%

Previous 16.73%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 12, 2024	BUY	$475.2 - $527.7 $252,331 - $280,208	531 Added 0.71%	75,159 $39.2 Million
Q2 2024 Jul 25, 2024	BUY	$455.1 - $504.28 $2.75 Million - $3.05 Million	6,046 Added 8.82%	74,628 $37.9 Million
Q1 2024 Apr 17, 2024	BUY	$429.43 - $481.35 $533,352 - $597,836	1,242 Added 1.84%	68,582 $32.7 Million
Q4 2023 Feb 07, 2024	BUY	$377.32 - $438.19 $3.21 Million - $3.73 Million	8,509 Added 14.46%	67,340 $30.6 Million
Q3 2023 Nov 21, 2023	BUY	$392.7 - $420.68 $2.78 Million - $2.98 Million	7,072 Added 13.66%	58,831 $24.4 Million
Q2 2023 Aug 03, 2023	BUY	$371.44 - $407.28 $16.3 Million - $17.8 Million	43,756 Added 546.74%	51,759 $21.1 Million
Q1 2023 Apr 26, 2023	BUY	$348.66 - $382.94 $1.26 Million - $1.38 Million	3,613 Added 82.3%	8,003 $3.03 Million
Q4 2022 Feb 13, 2023	BUY	$327.64 - $374.54 $1.44 Million - $1.64 Million	4,390 New	4,390 $1.54 Million

Others Institutions Holding VOO

# of Institutions

3,155

Shares Held

395M

Call Options Held

2.09M

Put Options Held

2.68M

View Full List

About VANGUARD INDEX FDS S&P 500 ETF

Ticker VOO
Sector ETFs
Industry ETFs

More about VOO

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Rooted Wealth Advisors, Inc. Vanguard Index Fds S&P 500 ETF Transaction History