Householder Group Estate & Retirement Specialist’s Vanguard Small-Cap Value ETF VBR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $298K | Sell |
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|
2024
Q3 | $317K | Sell |
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|
2024
Q2 | $311K | Sell |
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|
2024
Q1 | $335K | Buy |
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|
2023
Q4 | $307K | Buy |
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|
2023
Q3 | $57.5K | Buy |
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|
2023
Q1 | $65K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $107K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $209K | Sell |
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|
2021
Q4 | $2.39M | Buy |
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