R. W. Roge & Company, Inc. Purchases and Sells in Q3 2025

R. W. Roge & Company, Inc.

$195 Million
Q3 2025

Top Buys

Incresed Positions

22 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VUG	54 + 0.08%	$433.97 - $484.08 $23.4K - $26.1K	66.8K $32.1M
VOO	127 + 0.23%	$567.77 - $614.76 $72.1K - $78.1K	54.3K $33.3M
GLDM	6.28K + 4.51%	$64.73 - $76.45 $406K - $480K	146K $11.1M
AAPL	6.03K + 144.26%	$202.38 - $256.87 $1.22M - $1.55M	10.2K $2.6M
VTV	390 + 0.37%	$175.51 - $186.57 $68.4K - $72.8K	106K $19.8M
VGIT	15.8K + 12.8%	$58.97 - $60.36 $934K - $956K	140K $8.38M

New Holdings

5 operations

Stock	Shares change	Price Range	Shares Held	Trade History
GRAYSCALE BITCOIN MINI TR ET	91.2K New	N/A	91.2K $4.62M
VEU	6.52K New	$66.38 - $71.68 $433K - $467K	6.52K $465K
NVDA	1.38K New	$153.3 - $186.58 $211K - $257K	1.38K $256K
TSLA	495 New	$293.94 - $444.72 $146K - $220K	495 $220K
CVX	1.31K New	$145.57 - $161.83 $191K - $212K	1.31K $203K

Top Sells

Reduced Positions

21 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VIRTUS ETF TR II	-46.3K - 29.08%	N/A	113K $2.63M
CTA	-40.2K - 25.54%	$26.46 - $28.43 $1.06M - $1.14M	117K $3.28M
DBMF	-10.4K - 14.58%	$25.43 - $27.31 $264K - $284K	60.8K $1.66M
SCHB	-3.44K - 10.96%	$23.82 - $25.84 $81.8K - $88.8K	27.9K $717K
VO	-112 - 4.17%	$279.83 - $293.74 $31.3K - $32.9K	2.57K $756K
DIMENSIONAL ETF TRUST	-3.02K - 3.31%	N/A	88.2K $4.99M

Activity Summary All Purchases 27 New Holdings 5 Increased Positions 22 All Sells 21 Reductions 21 Sold out 0 Calls 0 Puts 0

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