Root Financial Partners’s Vanguard Small-Cap Value ETF VBR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $797K | Sell |
4,085
-2,528
| -38% | -$493K | 0.08% | 87 |
|
|
2025
Q1 | $1.23M | Sell |
6,613
-1
| -0% | -$187 | 0.13% | 57 |
|
|
2024
Q4 | $1.31M | Buy |
6,614
+4,524
| +216% | +$897K | 0.16% | 47 |
|
|
2024
Q3 | $420K | Buy |
+2,090
| New | +$420K | 0.07% | 103 |
|
|
2024
Q1 | – | Sell |
-1,193
| Closed | -$215K | – | 101 |
|
|
2023
Q4 | $215K | Buy |
+1,193
| New | +$215K | 0.08% | 72 |
|
|
2023
Q2 | – | Sell |
-1,872
| Closed | -$297K | – | 66 |
|
|
2023
Q1 | $297K | Buy |
+1,872
| New | +$297K | 0.21% | 53 |
|