Rothschild Investment LLC’s Vanguard Small-Cap Growth ETF VBK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $125K | Buy |
450
+9
| +2% | +$2.49K | 0.01% | 597 |
|
|
2025
Q1 | $111K | Hold |
441
| – | – | 0.01% | 609 |
|
|
2024
Q4 | $124K | Hold |
441
| – | – | 0.01% | 593 |
|
|
2024
Q3 | $118K | Hold |
441
| – | – | 0.01% | 614 |
|
|
2024
Q2 | $110K | Hold |
441
| – | – | 0.01% | 604 |
|
|
2024
Q1 | $115K | Hold |
441
| – | – | 0.01% | 570 |
|
|
2023
Q4 | $107K | Buy |
+441
| New | +$107K | 0.01% | 519 |
|