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

Root Financial Partners’s Portfolio VGT Stock Details VGT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$481K	Sell
2025 Q2	$615K	Buy
2025 Q1	$269K	Buy
2024 Q4	$240K	Buy
2024 Q2	–	Sell
2024 Q1	$339K	Buy