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

Rooted Wealth Advisors, Inc.

  • $275 Million
  • Q2 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 9,635 shares of VXUS stock, worth $678,689. This represents 0.24% of its overall portfolio holdings.

Number of Shares
9,635
Previous 8,986 7.22%
Holding current value
$678,689
Previous $561,000 18.54%
% of portfolio
0.24%
Previous 0.23%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 14, 2025
BUY
$55.54 - $69.09 $36,045 - $44,839
649 Added 7.22%
9,635 $665,000
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
1,492
Shares Held
354M
Call Options Held
128K
Put Options Held
132K
View Full List

About VANGUARD STAR FD VANGUARD TOTA

VXUS Quotes by TradingView
  • Ticker VXUS
  • Sector ETFs
  • Industry ETFs
More about VXUS
Track This Portfolio

Track Rooted Wealth Advisors, Inc. Portfolio

Follow Rooted Wealth Advisors, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Rooted Wealth Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Rooted Wealth Advisors, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email