Root Financial Partners’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-4,339
Closed -$333K 64
2023
Q1
$333K Buy
+4,339
New +$333K 0.24% 50