Rothschild Investment LLC’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $404K | Buy |
7,093
+1,906
| +37% | +$109K | 0.03% | 383 |
|
|
2025
Q1 | $264K | Buy |
5,187
+1,490
| +40% | +$75.7K | 0.02% | 443 |
|
|
2024
Q4 | $177K | Buy |
3,697
+513
| +16% | +$24.5K | 0.01% | 532 |
|
|
2024
Q3 | $168K | Buy |
3,184
+500
| +19% | +$26.4K | 0.01% | 549 |
|
|
2024
Q2 | $133K | Buy |
2,684
+10
| +0.4% | +$494 | 0.01% | 573 |
|
|
2024
Q1 | $134K | Buy |
2,674
+2,386
| +828% | +$120K | 0.01% | 543 |
|
|
2023
Q4 | $13.8K | Buy |
+288
| New | +$13.8K | ﹤0.01% | 933 |
|
|
2019
Q3 | – | Sell |
-41,300
| Closed | -$1.72M | – | 394 |
|
|
2019
Q2 | $1.72M | Hold |
41,300
| – | – | 0.2% | 119 |
|
|
2019
Q1 | $1.69M | Sell |
41,300
-10,000
| -19% | -$409K | 0.2% | 125 |
|
|
2018
Q4 | $1.9M | Buy |
+51,300
| New | +$1.9M | 0.25% | 105 |
|
|
2014
Q4 | – | Sell |
-68,344
| Closed | -$2.72M | – | 514 |
|
|
2014
Q3 | $2.72M | Buy |
+68,344
| New | +$2.72M | 0.33% | 74 |
|