R. W. Roge & Company
Latest statistics and disclosures from R. W. Roge & Company's latest quarterly 13F-HR filing:
- Top 5 stock holdings are VOO, VUG, VGIT, VTV, SCHX, and represent 55.36% of R. W. Roge & Company's stock portfolio.
- Added to shares of these 10 stocks: IDEV, VGIT, VTV, GLDM, IUSB, VUG, VOO, LHX, A, COR.
- Started 3 new stock positions in LHX, COR, A.
- Reduced shares in these 10 stocks: , DBMF, KMLM, DFAI, VTI, SCHB, VOOG, FNDX, IJH, MSFT.
- Sold out of its position in IXUS.
- R. W. Roge & Company was a net buyer of stock by $6.0M.
- R. W. Roge & Company has $156M in assets under management (AUM), dropping by 16.70%.
- Central Index Key (CIK): 0001800745
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R. W. Roge & Company holds 46 positions in its portfolio as reported in the December 2023 quarterly 13F filing
Past Filings by R. W. Roge & Company
SEC 13F filings are viewable for R. W. Roge & Company going back to 2019
- R. W. Roge & Company 2023 Q4 filed Jan. 26, 2024
- R. W. Roge & Company 2023 Q3 filed Nov. 6, 2023
- R. W. Roge & Company 2023 Q2 filed July 14, 2023
- R. W. Roge & Company 2023 Q1 filed May 5, 2023
- R. W. Roge & Company 2022 Q4 filed Jan. 30, 2023
- R. W. Roge & Company 2022 Q3 filed Nov. 1, 2022
- R. W. Roge & Company 2022 Q2 filed Aug. 11, 2022
- R. W. Roge & Company 2022 Q1 filed May 3, 2022
- R. W. Roge & Company 2021 Q4 filed Jan. 26, 2022
- R. W. Roge & Company 2021 Q3 filed Oct. 20, 2021
- R. W. Roge & Company 2021 Q2 filed July 13, 2021
- R. W. Roge & Company 2021 Q1 filed April 21, 2021
- R. W. Roge & Company 2020 Q4 filed Jan. 27, 2021
- R. W. Roge & Company 2020 Q3 filed Oct. 30, 2020
- R. W. Roge & Company 2020 Q2 filed July 28, 2020
- R. W. Roge & Company 2020 Q1 filed April 22, 2020