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