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

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

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$661K	Buy
2025 Q1	–	Sell
2024 Q4	$266K	Buy
2023 Q2	–	Sell
2023 Q1	$213K	Buy