Rooted Wealth Advisors, Inc. Vanguard Whitehall Fds (Vangua Transaction History

Rooted Wealth Advisors, Inc.

$256 Million
Q4 2024

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 55,651 shares of VYM stock, worth $7.34 Million. This represents 2.78% of its overall portfolio holdings.

Number of Shares

55,651

Previous 52,839 5.32%

Holding current value

$7.34 Million

Previous $6.76 Million 5.26%

% of portfolio

2.78%

Previous 3.01%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 30, 2025	BUY	$126.68 - $134.74 $356,224 - $378,888	2,812 Added 5.32%	55,651 $7.11 Million
Q3 2024 Nov 12, 2024	BUY	$117.9 - $128.2 $678,160 - $737,406	5,752 Added 12.22%	52,839 $6.76 Million
Q2 2024 Jul 25, 2024	BUY	$114.71 - $121.51 $291,936 - $309,242	2,545 Added 5.71%	47,087 $5.81 Million
Q1 2024 Apr 17, 2024	BUY	$109.98 - $120.99 $14,297 - $15,728	130 Added 0.29%	44,542 $5.35 Million
Q4 2023 Feb 07, 2024	SELL	$98.71 - $111.84 $568,372 - $643,974	-5,758 Reduced 11.48%	44,412 $5.01 Million
Q3 2023 Nov 21, 2023	SELL	$103.32 - $110.34 $5.35 Million - $5.71 Million	-51,756 Reduced 50.78%	50,170 $5.28 Million
Q2 2023 Aug 03, 2023	BUY	$101.36 - $107.68 $4.05 Million - $4.3 Million	39,949 Added 64.46%	101,926 $10.8 Million
Q1 2023 Apr 26, 2023	BUY	$100.82 - $111.44 $3.5 Million - $3.87 Million	34,762 Added 127.73%	61,977 $6.64 Million
Q4 2022 Feb 13, 2023	BUY	$96.14 - $113.15 $2.62 Million - $3.08 Million	27,215 New	27,215 $2.95 Million

Others Institutions Holding VYM

# of Institutions

1,834

Shares Held

181M

Call Options Held

1.89M

Put Options Held

525K

View Full List

About VANGUARD WHITEHALL FDS (VANGUA

Ticker VYM
Sector ETFs
Industry ETFs

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Rooted Wealth Advisors, Inc. Vanguard Whitehall Fds (Vangua Transaction History