Rothschild Investment LLC’s Vanguard Total World Stock ETF VT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.07M | Sell |
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|
2025
Q1 | $972K | Sell |
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|
2024
Q4 | $1M | Buy |
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|
2024
Q3 | $1.01M | Buy |
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|
2024
Q2 | $951K | Buy |
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|
2024
Q1 | $803K | Hold |
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|
2023
Q4 | $748K | Hold |
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|
2023
Q3 | $677K | Hold |
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|
2023
Q2 | $705K | Hold |
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|
2023
Q1 | $669K | Hold |
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|
2022
Q4 | $627K | Sell |
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|
2022
Q3 | $609K | Buy |
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|
2022
Q2 | $649K | Hold |
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|
2022
Q1 | $770K | Hold |
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|
2021
Q4 | $816K | Hold |
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|
2021
Q3 | $774K | Hold |
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|
2021
Q2 | $787K | Hold |
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|
2021
Q1 | $739K | Hold |
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|
2020
Q4 | $704K | Hold |
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|
2020
Q3 | $613K | Hold |
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|
2020
Q2 | $568K | Sell |
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|
2020
Q1 | $502K | Sell |
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|
2019
Q4 | $660K | Hold |
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|
2019
Q3 | $610K | Sell |
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|
2019
Q2 | $628K | Sell |
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|
2019
Q1 | $648K | Hold |
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|
2018
Q4 | $579K | Sell |
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|
2018
Q3 | $675K | Buy |
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|
2018
Q2 | $649K | Buy |
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|
2018
Q1 | $615K | Buy |
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|
2017
Q4 | $587K | Buy |
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|
2017
Q3 | $438K | Buy |
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|
2017
Q2 | $317K | Buy |
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|
2017
Q1 | $284K | Sell |
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|
2016
Q4 | $546K | Buy |
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|
2016
Q3 | $484K | Hold |
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|
2016
Q2 | $462K | Hold |
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|
2016
Q1 | $459K | Buy |
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