Rooted Wealth Advisors, Inc.'s ownership history for VYM

Rooted Wealth Advisors, Inc. currently holds 52.0K shares with a market value of $7.4M. It started holding VYM on 2024-09-30. At its peak, it held 55.7K shares on 2024-12-31. Its highest holding value was $7.5M on 2025-06-30. At its lowest, it held 52.0K shares on 2025-09-30, with a value of $6.8K on 2024-09-30. In the recent 180 days, Rooted Wealth Advisors, Inc. has decreased its shares by 1.2K. In the recent year, Rooted Wealth Advisors, Inc. has decreased its shares by 818.