Root Financial Partners’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$701K	Buy	3,425 +383	+13%	+$78.4K	0.07%	93
2025 Q1	$590K	Sell	3,042 -548	-15%	-$106K	0.06%	97
2024 Q4	$703K	Buy	3,590 +1,024	+40%	+$201K	0.09%	89
2024 Q3	$508K	Buy	2,566 +1,323	+106%	+$262K	0.08%	90
2024 Q2	$227K	Buy	+1,243	New	+$227K	0.05%	103