Rothschild Investment LLC’s V2X VVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.19K | Sell |
45
-5
| -10% | -$243 | ﹤0.01% | 2019 |
|
|
2025
Q1 | $2.45K | Buy |
+50
| New | +$2.45K | ﹤0.01% | 1770 |
|
|
2024
Q2 | – | Sell |
-8,751
| Closed | -$409K | – | 2853 |
|
|
2024
Q1 | $409K | Buy |
8,751
+8,434
| +2,661% | +$394K | 0.03% | 356 |
|
|
2023
Q4 | $14.7K | Sell |
317
-8,756
| -97% | -$407K | ﹤0.01% | 926 |
|
|
2023
Q3 | $468K | Sell |
9,073
-111
| -1% | -$5.73K | 0.04% | 303 |
|
|
2023
Q2 | $455K | Buy |
9,184
+80
| +0.9% | +$3.96K | 0.04% | 314 |
|
|
2023
Q1 | $361K | Hold |
9,104
| – | – | 0.03% | 343 |
|
|
2022
Q4 | $376K | Buy |
9,104
+108
| +1% | +$4.46K | 0.03% | 330 |
|
|
2022
Q3 | $318K | Hold |
8,996
| – | – | 0.03% | 342 |
|
|
2022
Q2 | $301K | Hold |
8,996
| – | – | 0.03% | 368 |
|
|
2022
Q1 | $323K | Buy |
8,996
+543
| +6% | +$19.5K | 0.03% | 382 |
|
|
2021
Q4 | $387K | Buy |
8,453
+162
| +2% | +$7.42K | 0.03% | 361 |
|
|
2021
Q3 | $417K | Hold |
8,291
| – | – | 0.04% | 339 |
|
|
2021
Q2 | $394K | Buy |
+8,291
| New | +$394K | 0.03% | 360 |
|