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Root Financial Partners’s Vanguard Mid-Cap ETF VO Stock Holding History

Root Financial Partners’s Portfolio VO Stock Details VO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$726K Buy
2,594
+217
+9% +$60.7K 0.07% 89
2025
Q1 		$615K Buy
2,377
+529
+29% +$137K 0.07% 95
2024
Q4 		$488K Buy
+1,848
New +$488K 0.06% 118