Rothschild Investment LLC’s Vanguard Small-Cap Value ETF VBR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $192K | Buy |
986
+14
| +1% | +$2.73K | 0.01% | 519 |
|
|
2025
Q1 | $181K | Buy |
972
+9
| +0.9% | +$1.68K | 0.01% | 520 |
|
|
2024
Q4 | $191K | Hold |
963
| – | – | 0.01% | 513 |
|
|
2024
Q3 | $193K | Buy |
963
+105
| +12% | +$21.1K | 0.01% | 520 |
|
|
2024
Q2 | $157K | Hold |
858
| – | – | 0.01% | 543 |
|
|
2024
Q1 | $165K | Buy |
858
+20
| +2% | +$3.84K | 0.01% | 504 |
|
|
2023
Q4 | $151K | Buy |
+838
| New | +$151K | 0.01% | 464 |
|