Root Financial Partners’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$2.94M	Buy	22,026 +11,348	+106%	+$1.51M	0.28%	35
2025 Q1	$1.38M	Sell	10,678 -528	-5%	-$68.1K	0.15%	52
2024 Q4	$1.43M	Buy	+11,206	New	+$1.43M	0.18%	43