Root Financial Partners’s Vanguard FTSE All-World ex-US ETF VEU Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$658K Sell
9,790
-6,423
-40% -$432K 0.06% 97
2025
Q1
$983K Buy
16,213
+424
+3% +$25.7K 0.1% 68
2024
Q4
$906K Buy
15,789
+3,402
+27% +$195K 0.11% 67
2024
Q3
$780K Buy
12,387
+2,342
+23% +$148K 0.12% 64
2024
Q2
$589K Buy
+10,045
New +$589K 0.14% 60