Root Financial Partners’s Vanguard Growth ETF VUG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $20.2M | Buy |
46,037
+19,429
| +73% | +$8.52M | 1.95% | 15 |
|
|
2025
Q1 | $9.87M | Buy |
26,608
+16,837
| +172% | +$6.24M | 1.05% | 19 |
|
|
2024
Q4 | $4.01M | Buy |
9,771
+5,235
| +115% | +$2.15M | 0.5% | 23 |
|
|
2024
Q3 | $1.74M | Buy |
4,536
+2,905
| +178% | +$1.12M | 0.28% | 33 |
|
|
2024
Q2 | $610K | Sell |
1,631
-292
| -15% | -$109K | 0.14% | 58 |
|
|
2024
Q1 | $662K | Buy |
1,923
+1,138
| +145% | +$392K | 0.2% | 48 |
|
|
2023
Q4 | $244K | Buy |
+785
| New | +$244K | 0.09% | 68 |
|
|
2023
Q3 | – | Sell |
-709
| Closed | -$201K | – | 71 |
|
|
2023
Q2 | $201K | Buy |
+709
| New | +$201K | 0.12% | 61 |
|