Householder Group Estate & Retirement Specialist’s Vanguard Small-Cap ETF VB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $8K | Sell |
35
-708
| -95% | -$162K | 0.01% | 396 |
|
|
2024
Q3 | $176K | Sell |
743
-52
| -7% | -$12.3K | 0.05% | 267 |
|
|
2024
Q2 | $173K | Buy |
795
+4
| +0.5% | +$870 | 0.05% | 261 |
|
|
2024
Q1 | $181K | Sell |
791
-41
| -5% | -$9.38K | 0.05% | 254 |
|
|
2023
Q4 | $177K | Buy |
832
+113
| +16% | +$24K | 0.06% | 254 |
|
|
2023
Q3 | $136K | Buy |
+719
| New | +$136K | 0.05% | 264 |
|
|
2023
Q1 | $137K | Buy |
+724
| New | +$137K | 0.05% | 240 |
|
|
2022
Q4 | – | Sell |
-634
| Closed | -$108K | – | 1099 |
|
|
2022
Q3 | $108K | Buy |
+634
| New | +$108K | 0.04% | 253 |
|