Rooted Wealth Advisors, Inc. VO Holdings History
Rooted Wealth Advisors, Inc.'s Vanguard Mid-Cap ETF Holding Summary
As of 2025-06-30, Rooted Wealth Advisors, Inc. held 41,038.00 shares of Vanguard Mid-Cap ETF(VO), totaling $11.58 Mil. This investment constitutes 4% of their stock portfolio, and Rooted Wealth Advisors, Inc. now holds 0.01% of the outstanding Vanguard Mid-Cap ETF(VO) stock.
The initial trade took place in 2022Q4. And since then Rooted Wealth Advisors, Inc. has made 6 purchases of VO, at an average price of $251.56, for a total of 63,373.00 shares. In addition, there have been 4 sales at an average price of $237.49 for 22,335.00 shares. Based on historical transaction data and VO's current price of $283.21, Rooted Wealth Advisors, Inc.'s estimated gain on his VO holdings is $984,600.00, reflecting a 6.18% gain to date.
Rooted Wealth Advisors, Inc. VO ($283.21) Holding Chart
Rooted Wealth Advisors, Inc. VO ($283.21) 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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