Root Financial Partners’s Vanguard FTSE All-World ex-US Small-Cap Index Fund VSS Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$405K	Sell	3,011 -1,910	-39%	-$257K	0.04%	152
2025 Q1	$569K	Sell	4,921 -831	-14%	-$96.1K	0.06%	101
2024 Q4	$659K	Buy	5,752 +3,612	+169%	+$414K	0.08%	96
2024 Q3	$270K	Buy	+2,140	New	+$270K	0.04%	130