Rothschild Investment LLC’s Vanguard Mid-Cap ETF VO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $196K | Hold |
700
| – | – | 0.01% | 515 |
|
|
2025
Q1 | $181K | Hold |
700
| – | – | 0.01% | 521 |
|
|
2024
Q4 | $185K | Hold |
700
| – | – | 0.01% | 519 |
|
|
2024
Q3 | $185K | Hold |
700
| – | – | 0.01% | 528 |
|
|
2024
Q2 | $169K | Sell |
700
-285
| -29% | -$69K | 0.01% | 523 |
|
|
2024
Q1 | $246K | Hold |
985
| – | – | 0.02% | 432 |
|
|
2023
Q4 | $229K | Sell |
985
-946
| -49% | -$220K | 0.02% | 388 |
|
|
2023
Q3 | $402K | Buy |
1,931
+946
| +96% | +$197K | 0.03% | 332 |
|
|
2023
Q2 | $217K | Hold |
985
| – | – | 0.02% | 446 |
|
|
2023
Q1 | $208K | Hold |
985
| – | – | 0.02% | 441 |
|
|
2022
Q4 | $201K | Buy |
+985
| New | +$201K | 0.02% | 439 |
|
|
2022
Q2 | – | Sell |
-985
| Closed | -$234K | – | 509 |
|
|
2022
Q1 | $234K | Hold |
985
| – | – | 0.02% | 440 |
|
|
2021
Q4 | $251K | Buy |
+985
| New | +$251K | 0.02% | 441 |
|