Top 10 Stocks Held By Rooted Wealth Advisors Inc.
By Holdings Channel Staff, updated Saturday, May 11, 4:15 PM
In total we count 81 positions held by Rooted Wealth Advisors Inc. as of their latest 13F filing, but among those total Rooted Wealth Advisors Inc. holdings we've sorted out the top ten stocks held by Rooted Wealth Advisors Inc. by largest position size, and presented them here in slideshow form.
#9 . VIG
Entity 03/31/2024 Amount
03/31/2024 Position Size ($ in 1000's)
VANGUARD SPECIALIZED FUNDS (VIG)
37,121
$6,688 VIG 37,121 $6,688
Entity 12/31/2023 Amount
12/31/2023 Position Size ($ in 1000's)
VANGUARD SPECIALIZED FUNDS (VIG)
35,833
$6,236 VIG 35,833 $6,236
Entity 09/30/2023 Amount
09/30/2023 Position Size ($ in 1000's)
VANGUARD SPECIALIZED FUNDS (VIG)
31,611
$5,126 VIG 31,611 $5,126
VIG Stock Price From 12/31/2023 To 03/31/2024:
Position Size ($1000s)
$5,126
$6,236
$6,688
09/30/2023 12/31/2023 03/31/2024
Share Count
31,611
35,833
37,121
09/30/2023 12/31/2023 03/31/2024
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Top 10 Stocks Held By Rooted Wealth Advisors Inc. - Slide 2 of 10 | www.HoldingsChannel.com
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