Root Financial Partners’s Vanguard Information Technology ETF VGT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$615K	Buy	927 +431	+87%	+$286K	0.06%	103
2025 Q1	$269K	Buy	496 +110	+28%	+$59.6K	0.03%	169
2024 Q4	$240K	Buy	+386	New	+$240K	0.03%	180
2024 Q2	–	Sell	-647	Closed	-$339K	–	118
2024 Q1	$339K	Buy	+647	New	+$339K	0.1%	69