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Root Financial Partners’s Vitamin Cottage Natural Grocers NGVC Stock Holding History

Root Financial Partners’s Portfolio NGVC Stock Details NGVC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-42
Closed -$1.09K – 2181
2026
Q1 		$1.09K Buy
+42
New +$1.08K ﹤0.01% 2583

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Root Financial Partners's NGVC Position: Q2 2026 in Review

Root Financial Partners sold out of Vitamin Cottage Natural Grocers (NGVC) in Q2 2026, closing a stake of 42 shares — an estimated $1.09K sold.

Root Financial Partners first reported a position in NGVC in Q1 2026 and held it in 1 quarter. The position peaked at $1.09K in Q1 2026. 158 funds tracked by Wall St. Rank hold NGVC as of Q2 2026.

  • Root Financial Partners reported no remaining Vitamin Cottage Natural Grocers position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 42 Vitamin Cottage Natural Grocers shares in Q2 2026, an estimated $1.09K.
  • Root Financial Partners first reported a position in Vitamin Cottage Natural Grocers in Q1 2026 and held it in 1 quarter.
  • Root Financial Partners's Vitamin Cottage Natural Grocers position peaked at $1.09K in Q1 2026.
  • 158 funds tracked by Wall St. Rank held Vitamin Cottage Natural Grocers as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.