Root Financial Partners’s Vanguard Extended Market ETF VXF Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.62M | Sell |
8,414
-1,116
| -12% | -$215K | 0.16% | 53 |
|
2025
Q1 | $1.64M | Hold |
9,530
| – | – | 0.18% | 44 |
|
2024
Q4 | $1.81M | Buy |
9,530
+7,676
| +414% | +$1.46M | 0.22% | 36 |
|
2024
Q3 | $337K | Buy |
+1,854
| New | +$337K | 0.05% | 118 |
|
2023
Q2 | – | Sell |
-1,690
| Closed | -$237K | – | 69 |
|
2023
Q1 | $237K | Buy |
+1,690
| New | +$237K | 0.17% | 59 |
|