Householder Group Estate & Retirement Specialist’s Vanguard Small-Cap Growth ETF VBK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-55
| Closed | -$14K | – | 1188 |
|
|
2024
Q3 | $14K | Sell |
55
-89
| -62% | -$22.7K | ﹤0.01% | 775 |
|
|
2024
Q2 | $36K | Sell |
144
-10
| -6% | -$2.5K | 0.01% | 546 |
|
|
2024
Q1 | $40.4K | Buy |
154
+10
| +7% | +$2.62K | 0.01% | 516 |
|
|
2023
Q4 | $35K | Hold |
144
| – | – | 0.01% | 534 |
|
|
2023
Q3 | $31K | Buy |
+144
| New | +$31K | 0.01% | 544 |
|
|
2023
Q1 | $136K | Buy |
+627
| New | +$136K | 0.05% | 241 |
|
|
2022
Q4 | – | Sell |
-619
| Closed | -$120K | – | 1100 |
|
|
2022
Q3 | $120K | Buy |
+619
| New | +$120K | 0.05% | 236 |
|