Rothschild Investment LLC’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.3M Buy
16,473
+12
+0.1% +$944 0.08% 193
2025
Q1
$1.29M Buy
16,461
+8
+0% +$626 0.09% 202
2024
Q4
$1.27M Buy
16,453
+16
+0.1% +$1.24K 0.08% 202
2024
Q3
$1.29M Buy
16,437
+11
+0.1% +$866 0.08% 205
2024
Q2
$1.26M Buy
16,426
+11
+0.1% +$844 0.09% 197
2024
Q1
$1.26M Buy
16,415
+6
+0% +$460 0.09% 192
2023
Q4
$1.26M Buy
+16,409
New +$1.26M 0.11% 160