Rooted Wealth Advisors, Inc. Vanguard Star Fd Vanguard Tota Transaction History

Rooted Wealth Advisors, Inc.

$239 Million
Q1 2025

A detailed history of Rooted Wealth Advisors, Inc. transactions in Vanguard Star Fd Vanguard Tota stock. As of the latest transaction made, Rooted Wealth Advisors, Inc. holds 8,986 shares of VXUS stock, worth $559,198. This represents 0.23% of its overall portfolio holdings.

Number of Shares

8,986

Previous 9,200 2.33%

Holding current value

$559,198

Previous $546,000 2.75%

% of portfolio

0.23%

Previous 0.21%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 08, 2025	SELL	$58.01 - $64.46 $12,414 - $13,794	-214 Reduced 2.33%	8,986 $561,000
Q4 2024 Jan 30, 2025	BUY	$58.88 - $64.8 $20,019 - $22,032	340 Added 3.84%	9,200 $546,000
Q3 2024 Nov 12, 2024	SELL	$58.03 - $65.37 $406 - $457	-7 Reduced 0.08%	8,860 $571,000
Q2 2024 Jul 25, 2024	SELL	$57.86 - $62.21 $21,466 - $23,079	-371 Reduced 4.02%	8,867 $547,000
Q1 2024 Apr 17, 2024	BUY	$55.74 - $60.35 $20,289 - $21,967	364 Added 4.1%	9,238 $554,000
Q4 2023 Feb 07, 2024	BUY	$51.06 - $57.96 $13,326 - $15,127	261 Added 3.03%	8,874 $510,000
Q3 2023 Nov 21, 2023	BUY	$53.3 - $58.26 $28,941 - $31,635	543 Added 6.73%	8,613 $478,000
Q2 2023 Aug 03, 2023	SELL	$54.28 - $57.76 $61,173 - $65,095	-1,127 Reduced 12.25%	8,070 $450,000
Q1 2023 Apr 26, 2023	SELL	$52.07 - $56.74 $1.34 Million - $1.46 Million	-25,799 Reduced 73.72%	9,197 $518,000
Q4 2022 Feb 13, 2023	BUY	$45.45 - $53.83 $1.59 Million - $1.88 Million	34,996 New	34,996 $1.81 Million

Others Institutions Holding VXUS

# of Institutions

1,404

Shares Held

323M

Call Options Held

56.5K

Put Options Held

84.1K

View Full List

About VANGUARD STAR FD VANGUARD TOTA

Ticker VXUS
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Rooted Wealth Advisors, Inc. Vanguard Star Fd Vanguard Tota Transaction History