R. W. Roge & Company, Inc. Purchases and Sells in Q4 2025

R. W. Roge & Company, Inc.

$202 Million
Q4 2025

Top Buys

Incresed Positions

22 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VOO	50 + 0.09%	$600.51 - $631.95 $30K - $31.6K	54.4K $34.1M
VGIT	12.3K + 8.83%	$59.84 - $60.54 $738K - $747K	152K $9.11M
VEU	8.72K + 133.76%	$70.2 - $73.89 $612K - $644K	15.2K $1.12M
AAPL	703 + 6.88%	$245.27 - $275.25 $172K - $194K	10.9K $2.97M
VGT	461 + 61.14%	$736.33 - $801.52 $339K - $370K	1.22K $915K
LLY	103 + 18.73%	$799.57 - $1025.28 $82.4K - $106K	653 $701K

New Holdings

7 operations

Stock	Shares change	Price Range	Shares Held	Trade History
INTC	25.1K New	$34.71 - $41.53 $871K - $1.04M	25.1K $926K
PROFESIONALLY MANAGED PORTFO	11K New	N/A	11K $719K
HASHDEX NASDAQ CRYPTO INDEX	24.9K New	N/A	24.9K $565K
VANGUARD MALVERN FDS	5.99K New	N/A	5.99K $467K
DIS	2.37K New	$105.69 - $116.65 $251K - $277K	2.37K $269K
SCHW	2.19K New	$91.91 - $97.71 $201K - $214K	2.19K $218K

Top Sells

Reduced Positions

23 operations

Stock	Shares change	Price Range	Shares Held	Trade History
GRAYSCALE BITCOIN MINI TR ET	-13.8K - 15.13%	N/A	77.4K $3M
CTA	-8.76K - 7.47%	$26.88 - $29.21 $236K - $256K	108K $2.96M
SPEM	-2.72K - 2.98%	$45.45 - $48.31 $124K - $131K	88.5K $4.14M
DBMF	-5.5K - 9.05%	$27.18 - $28.91 $150K - $159K	55.3K $1.55M
IDEV	-2.11K - 3.16%	$79.1 - $82.39 $167K - $174K	64.5K $5.32M
VIRTUS ETF TR II	-4.03K - 3.57%	N/A	109K $2.61M

Activity Summary All Purchases 29 New Holdings 7 Increased Positions 22 All Sells 23 Reductions 23 Sold out 0 Calls 0 Puts 0

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