Householder Group Estate & Retirement Specialist’s Vanguard Small-Cap Value ETF VBR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $298K | Sell |
1,507
-74
| -5% | -$14.6K | 0.22% | 76 |
|
|
2024
Q3 | $317K | Sell |
1,581
-123
| -7% | -$24.7K | 0.09% | 184 |
|
|
2024
Q2 | $311K | Sell |
1,704
-41
| -2% | -$7.48K | 0.09% | 186 |
|
|
2024
Q1 | $335K | Buy |
1,745
+34
| +2% | +$6.53K | 0.1% | 175 |
|
|
2023
Q4 | $307K | Buy |
1,711
+1,351
| +375% | +$242K | 0.1% | 180 |
|
|
2023
Q3 | $57.5K | Buy |
+360
| New | +$57.5K | 0.02% | 415 |
|
|
2023
Q1 | $65K | Buy |
+408
| New | +$65K | 0.02% | 388 |
|
|
2022
Q4 | – | Sell |
-751
| Closed | -$107K | – | 1101 |
|
|
2022
Q3 | $107K | Buy |
+751
| New | +$107K | 0.04% | 258 |
|
|
2022
Q2 | – | Sell |
-1,191
| Closed | -$209K | – | 207 |
|
|
2022
Q1 | $209K | Sell |
1,191
-12,187
| -91% | -$2.14M | 0.08% | 186 |
|
|
2021
Q4 | $2.39M | Buy |
+13,378
| New | +$2.39M | 0.89% | 24 |
|