Root Financial Partners’s Vanguard US Quality Factor ETF VFQY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$332K Sell
2,309
-438
-16% -$63K 0.03% 173
2025
Q1
$367K Buy
2,747
+213
+8% +$28.5K 0.04% 138
2024
Q4
$357K Buy
2,534
+104
+4% +$14.7K 0.04% 137
2024
Q3
$347K Buy
2,430
+369
+18% +$52.7K 0.06% 114
2024
Q2
$276K Buy
+2,061
New +$276K 0.06% 96