Rooted Wealth Advisors, Inc. VOO Holdings History
Rooted Wealth Advisors, Inc.'s Vanguard S&P 500 ETF Holding Summary
As of 2025-06-30, Rooted Wealth Advisors, Inc. held 80,943.00 shares of Vanguard S&P 500 ETF(VOO), totaling $46.40 Mil. This investment constitutes 16.04% of their stock portfolio, and Rooted Wealth Advisors, Inc. now holds 0.01% of the outstanding Vanguard S&P 500 ETF(VOO) stock.
The initial trade took place in 2022Q4. And since then Rooted Wealth Advisors, Inc. has made 10 purchases of VOO, at an average price of $406.12, for a total of 80,943.00 shares. Based on historical transaction data and VOO's current price of $580.05, Rooted Wealth Advisors, Inc.'s estimated gain on his VOO holdings is $14.08 Mil, reflecting a 42.83% gain to date.
Rooted Wealth Advisors, Inc. VOO ($580.05) Holding Chart
Rooted Wealth Advisors, Inc. VOO ($580.05) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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