Rothschild Investment LLC’s Vanguard Mortgage-Backed Securities ETF VMBS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.75K | Hold |
81
| – | – | ﹤0.01% | 1652 |
|
|
2025
Q1 | $3.75K | Hold |
81
| – | – | ﹤0.01% | 1574 |
|
|
2024
Q4 | $3.67K | Hold |
81
| – | – | ﹤0.01% | 1465 |
|
|
2024
Q3 | $3.82K | Sell |
81
-3,577
| -98% | -$169K | ﹤0.01% | 1394 |
|
|
2024
Q2 | $166K | Buy |
3,658
+141
| +4% | +$6.4K | 0.01% | 526 |
|
|
2024
Q1 | $160K | Buy |
3,517
+22
| +0.6% | +$1K | 0.01% | 509 |
|
|
2023
Q4 | $162K | Buy |
+3,495
| New | +$162K | 0.01% | 448 |
|
|
2016
Q1 | – | Sell |
-6,000
| Closed | -$316K | – | 501 |
|
|
2015
Q4 | $316K | Hold |
6,000
| – | – | 0.04% | 341 |
|
|
2015
Q3 | $320K | Hold |
6,000
| – | – | 0.04% | 350 |
|
|
2015
Q2 | $317K | Hold |
6,000
| – | – | 0.04% | 374 |
|
|
2015
Q1 | $321K | Hold |
6,000
| – | – | 0.04% | 371 |
|
|
2014
Q4 | $318K | Hold |
6,000
| – | – | 0.04% | 364 |
|
|
2014
Q3 | $315K | Buy |
+6,000
| New | +$315K | 0.04% | 375 |
|