Rooted Wealth Advisors, Inc. Vanguard Whitehall Fds (Vangua Transaction History
Rooted Wealth Advisors, Inc.
- $239 Million
- Q1 2025
A detailed history of Rooted Wealth Advisors, Inc. transactions in Vanguard Whitehall Fds (Vangua stock. As of the latest transaction made, Rooted Wealth Advisors, Inc. holds 53,182 shares of VYM stock, worth $6.89 Million. This represents 2.83% of its overall portfolio holdings.
Number of Shares
53,182
Previous 55,651
4.44%
Holding current value
$6.89 Million
Previous $7.11 Million
4.6%
% of portfolio
2.83%
Previous 2.78%
Shares
10 transactions
Others Institutions Holding VYM
# of Institutions
2,002Shares Held
186MCall Options Held
2.03MPut Options Held
311K-
Bank Of America Corp Charlotte, NC12.1MShares$1.57 Billion0.13% of portfolio
-
Morgan Stanley New York, NY9.9MShares$1.28 Billion0.09% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL7.31MShares$948 Million0.37% of portfolio
-
Sumitomo Life Insurance CO5.77MShares$748 Million26.77% of portfolio
-
Lpl Financial LLC Fort Mill, SC5.76MShares$747 Million0.3% of portfolio