Root Financial Partners’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Root Financial Partners’s Portfolio BSV Stock Details BSV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$2.05M	Buy
2025 Q2	$1.41M	Sell
2025 Q1	$1.54M	Buy
2024 Q4	$1.26M	Buy
2024 Q3	$799K	Buy
2024 Q2	$404K	Buy