R. W. Roge & Company, Inc. Purchases and Sells in Q1 2025

R. W. Roge & Company, Inc.

$183 Million
Q1 2025

Top Buys

Incresed Positions

10 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VTV	8.62K + 8.2%	$167.73 - $179.21 $1.45M - $1.54M	114K $19.6M
DFAI	40.6K + 113.11%	$28.88 - $32.4 $1.17M - $1.31M	76.4K $2.39M
VGIT	15.2K + 12.89%	$57.44 - $59.4 $874K - $904K	133K $7.91M
SCHG	23.6K + 44.17%	$24.91 - $29.02 $587K - $684K	76.9K $1.93M
DFUS	6.06K + 121.7%	$59.61 - $66.71 $361K - $404K	11K $668K
JPM	955 + 61.77%	$225.19 - $279.95 $215K - $267K	2.5K $613K

New Holdings

7 operations

Stock	Shares change	Price Range	Shares Held	Trade History
DIMENSIONAL ETF TRUST	85.1K New	N/A	85.1K $4.05M
CTA	77.5K New	$27.81 - $30.21 $2.15M - $2.34M	77.5K $2.29M
VIRTUS ETF TR II	62.9K New	N/A	62.9K $1.46M
TIDAL TR II	19.6K New	N/A	19.6K $432K
AMAT	1.5K New	$145.06 - $195.51 $218K - $293K	1.5K $217K
CVX	1.29K New	$146.71 - $167.97 $189K - $217K	1.29K $215K

Top Sells

Reduced Positions

29 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IUSB	-94.2K - 51.01%	$44.72 - $46.25 $4.21M - $4.36M	90.5K $4.17M
VUG	-2.3K - 3.06%	$369.1 - $427.61 $849K - $983K	72.9K $27M
VOO	-1.43K - 2.3%	$507.05 - $563.67 $723K - $804K	60.6K $31.1M
SPEM	-57.6K - 45.79%	$37.07 - $40.63 $2.14M - $2.34M	68.2K $2.69M
IVW	-4.57K - 8.27%	$92.45 - $106.69 $422K - $487K	50.7K $4.7M
SCHX	-14.7K - 3.42%	$21.75 - $24.28 $320K - $357K	416K $9.18M

Activity Summary All Purchases 17 New Holdings 7 Increased Positions 10 All Sells 29 Reductions 29 Sold out 0 Calls 0 Puts 0

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