Rothschild Investment LLC’s Vanguard Total World Stock ETF VT Stock Holding History

Rothschild Investment LLC’s Portfolio VT Stock Details VT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.07M	Sell	8,319 -63	-0.8%	-$8.1K	0.07%	211
2025 Q1	$972K	Sell	8,382 -146	-2%	-$16.9K	0.07%	229
2024 Q4	$1M	Buy	8,528 +77	+0.9%	+$9.05K	0.07%	234
2024 Q3	$1.01M	Buy	8,451 +4	+0%	+$479	0.07%	233
2024 Q2	$951K	Buy	8,447 +1,177	+16%	+$133K	0.07%	234
2024 Q1	$803K	Hold	7,270	–	–	0.06%	262
2023 Q4	$748K	Hold	7,270	–	–	0.06%	234
2023 Q3	$677K	Hold	7,270	–	–	0.06%	263
2023 Q2	$705K	Hold	7,270	–	–	0.06%	262
2023 Q1	$669K	Hold	7,270	–	–	0.06%	264
2022 Q4	$627K	Sell	7,270 -450	-6%	-$38.8K	0.06%	260
2022 Q3	$609K	Buy	7,720 +120	+2%	+$9.47K	0.06%	257
2022 Q2	$649K	Hold	7,600	–	–	0.06%	258
2022 Q1	$770K	Hold	7,600	–	–	0.06%	259
2021 Q4	$816K	Hold	7,600	–	–	0.06%	251
2021 Q3	$774K	Hold	7,600	–	–	0.07%	244
2021 Q2	$787K	Hold	7,600	–	–	0.06%	253
2021 Q1	$739K	Hold	7,600	–	–	0.06%	254
2020 Q4	$704K	Hold	7,600	–	–	0.07%	242
2020 Q3	$613K	Hold	7,600	–	–	0.07%	231
2020 Q2	$568K	Sell	7,600 -400	-5%	-$29.9K	0.07%	229
2020 Q1	$502K	Sell	8,000 -150	-2%	-$9.41K	0.07%	242
2019 Q4	$660K	Hold	8,150	–	–	0.07%	254
2019 Q3	$610K	Sell	8,150 -200	-2%	-$15K	0.07%	225
2019 Q2	$628K	Sell	8,350 -500	-6%	-$37.6K	0.07%	222
2019 Q1	$648K	Hold	8,850	–	–	0.08%	219
2018 Q4	$579K	Sell	8,850 -56	-0.6%	-$3.66K	0.08%	214
2018 Q3	$675K	Buy	8,906 +56	+0.6%	+$4.24K	0.08%	204
2018 Q2	$649K	Buy	8,850 +500	+6%	+$36.7K	0.08%	209
2018 Q1	$615K	Buy	8,350 +450	+6%	+$33.1K	0.08%	221
2017 Q4	$587K	Buy	7,900 +1,700	+27%	+$126K	0.06%	257
2017 Q3	$438K	Buy	6,200 +1,500	+32%	+$106K	0.05%	294
2017 Q2	$317K	Buy	4,700 +350	+8%	+$23.6K	0.04%	339
2017 Q1	$284K	Sell	4,350 -4,600	-51%	-$300K	0.03%	360
2016 Q4	$546K	Buy	8,950 +1,000	+13%	+$61K	0.07%	255
2016 Q3	$484K	Hold	7,950	–	–	0.06%	271
2016 Q2	$462K	Hold	7,950	–	–	0.06%	276
2016 Q1	$459K	Buy	+7,950	New	+$459K	0.06%	274