Vanguard Personalized Indexing Management’s Root ROOT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $604K | Sell |
4,722
-27
| -0.6% | -$3.46K | 0.01% | 1106 |
|
|
2025
Q1 | $634K | Sell |
4,749
-274
| -5% | -$36.6K | 0.01% | 1007 |
|
|
2024
Q4 | $365K | Buy |
+5,023
| New | +$365K | 0.01% | 1257 |
|
|
2024
Q3 | – | Sell |
-5,930
| Closed | -$306K | – | 1812 |
|
|
2024
Q2 | $306K | Buy |
5,930
+2,576
| +77% | +$133K | 0.01% | 1263 |
|
|
2024
Q1 | $205K | Buy |
+3,354
| New | +$205K | ﹤0.01% | 1432 |
|