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

Rooted Wealth Advisors, Inc.

$227 Million
Q2 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 74,628 shares of VOO stock, worth $39.3 Million. This represents 16.73% of its overall portfolio holdings.

Number of Shares

74,628

Previous 68,582 8.82%

Holding current value

$39.3 Million

Previous $32.7 Million 15.89%

% of portfolio

16.73%

Previous 16.12%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

3,001

Shares Held

375M

Call Options Held

1.16M

Put Options Held

1.02M

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