Rothschild Investment LLC’s Vanguard Small-Cap ETF VB Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$685K	Sell	2,615 -33	-1%	-$8.93K	0.04%	333
2025 Q4	$683K	Buy	2,648 +88	+3%	+$22.5K	0.04%	302
2025 Q3	$651K	Buy	2,560 +1	+0%	+$248	0.04%	299
2025 Q2	$606K	Buy	2,559 +75	+3%	+$16.7K	0.04%	297
2025 Q1	$551K	Buy	2,484 +151	+6%	+$36.1K	0.04%	318
2024 Q4	$561K	Buy	2,333 +65	+3%	+$16K	0.04%	318
2024 Q3	$538K	Hold	2,268	–	–	0.04%	333
2024 Q2	$494K	Buy	2,268 +214	+10%	+$47K	0.03%	331
2024 Q1	$470K	Buy	2,054 +97	+5%	+$20.9K	0.03%	334
2023 Q4	$417K	Buy	1,957 +100	+5%	+$19.3K	0.04%	307
2023 Q3	$351K	Buy	1,857 +105	+6%	+$20.9K	0.03%	357
2023 Q2	$348K	Buy	+1,752	New	+$331K	0.03%	358
2022 Q2	–	Sell	-1,000	Closed	-$213K	–	507
2022 Q1	$213K	Hold	1,000	–	–	0.02%	454
2021 Q4	$226K	Hold	1,000	–	–	0.02%	456
2021 Q3	$219K	Hold	1,000	–	–	0.02%	444
2021 Q2	$225K	Hold	1,000	–	–	0.02%	443
2021 Q1	$214K	Buy	+1,000	New	+$211K	0.02%	437