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

Rooted Wealth Advisors, Inc. currently holds 46.9K shares with a market value of $7.2M. 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 46.9K shares on 2025-12-31, with a value of $6.8K on 2024-09-30. In the recent 180 days, Rooted Wealth Advisors, Inc. has decreased its shares by 8.4K. In the recent year, Rooted Wealth Advisors, Inc. has decreased its shares by 8.8K.