Rothschild Investment LLC’s Vanguard Mid-Cap ETF VO Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$225K	Buy	3,136 +72	+2%	+$5.35K	0.01%	628
2025 Q4	$222K	Buy	3,064 +264	+9%	+$19.2K	0.01%	588
2025 Q3	$206K	Hold	2,800	–	–	0.01%	596
2025 Q2	$196K	Hold	2,800	–	–	0.01%	515
2025 Q1	$181K	Hold	2,800	–	–	0.01%	521
2024 Q4	$185K	Hold	2,800	–	–	0.01%	519
2024 Q3	$185K	Hold	2,800	–	–	0.01%	528
2024 Q2	$169K	Sell	2,800 -1,140	-29%	-$69.3K	0.01%	523
2024 Q1	$246K	Hold	3,940	–	–	0.02%	432
2023 Q4	$229K	Sell	3,940 -3,784	-49%	-$202K	0.02%	388
2023 Q3	$402K	Buy	7,724 +3,784	+96%	+$208K	0.03%	332
2023 Q2	$217K	Hold	3,940	–	–	0.02%	446
2023 Q1	$208K	Hold	3,940	–	–	0.02%	441
2022 Q4	$201K	Buy	+3,940	New	+$201K	0.02%	439
2022 Q2	–	Sell	-3,940	Closed	-$234K	–	509
2022 Q1	$234K	Hold	3,940	–	–	0.02%	440
2021 Q4	$251K	Buy	+3,940	New	+$247K	0.02%	441