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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $606K | Buy |
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|
2025
Q1 | $551K | Buy |
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|
2024
Q4 | $561K | Buy |
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|
2024
Q3 | $538K | Hold |
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|
2024
Q2 | $494K | Buy |
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|
2024
Q1 | $470K | Buy |
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|
2023
Q4 | $417K | Buy |
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|
2023
Q3 | $351K | Buy |
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|
2023
Q2 | $348K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $213K | Hold |
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|
2021
Q4 | $226K | Hold |
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|
2021
Q3 | $219K | Hold |
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|
2021
Q2 | $225K | Hold |
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|
2021
Q1 | $214K | Buy |
|