Root Financial Partners’s Vanguard S&P 500 Value ETF VOOV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$456K Buy
2,415
+121
+5% +$22.8K 0.04% 134
2025
Q1
$423K Hold
2,294
0.05% 125
2024
Q4
$423K Buy
+2,294
New +$423K 0.05% 126