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

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
-4,530
Closed -$364K 229
2024
Q4
$364K Buy
+4,530
New +$364K 0.05% 135
2024
Q2
Sell
-2,814
Closed -$227K 117
2024
Q1
$227K Buy
+2,814
New +$227K 0.07% 88