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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-1,646	Closed	-$266K	–	231
2024 Q4	$266K	Buy	+1,646	New	+$266K	0.03%	168
2023 Q2	–	Sell	-1,590	Closed	-$213K	–	68
2023 Q1	$213K	Buy	+1,590	New	+$213K	0.15%	60