Rothschild Investment LLC’s Vanguard Small-Cap ETF VB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $606K | Buy |
2,559
+75
| +3% | +$17.8K | 0.04% | 297 |
|
|
2025
Q1 | $551K | Buy |
2,484
+151
| +6% | +$33.5K | 0.04% | 318 |
|
|
2024
Q4 | $561K | Buy |
2,333
+65
| +3% | +$15.6K | 0.04% | 318 |
|
|
2024
Q3 | $538K | Hold |
2,268
| – | – | 0.04% | 333 |
|
|
2024
Q2 | $494K | Buy |
2,268
+214
| +10% | +$46.7K | 0.03% | 331 |
|
|
2024
Q1 | $470K | Buy |
2,054
+97
| +5% | +$22.2K | 0.03% | 334 |
|
|
2023
Q4 | $417K | Buy |
1,957
+100
| +5% | +$21.3K | 0.04% | 307 |
|
|
2023
Q3 | $351K | Buy |
1,857
+105
| +6% | +$19.8K | 0.03% | 357 |
|
|
2023
Q2 | $348K | Buy |
+1,752
| New | +$348K | 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 | +$214K | 0.02% | 437 |
|