Householder Group Estate & Retirement Specialist’s Vanguard Mid-Cap ETF VO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $78K | Sell |
299
-379
| -56% | -$98.9K | 0.06% | 181 |
|
|
2024
Q3 | $178K | Buy |
678
+1
| +0.1% | +$263 | 0.05% | 263 |
|
|
2024
Q2 | $164K | Sell |
677
-28
| -4% | -$6.78K | 0.05% | 270 |
|
|
2024
Q1 | $176K | Buy |
705
+51
| +8% | +$12.8K | 0.05% | 255 |
|
|
2023
Q4 | $152K | Buy |
654
+124
| +23% | +$28.8K | 0.05% | 274 |
|
|
2023
Q3 | $110K | Buy |
+530
| New | +$110K | 0.04% | 299 |
|
|
2023
Q1 | $118K | Buy |
+561
| New | +$118K | 0.05% | 271 |
|
|
2022
Q4 | – | Sell |
-470
| Closed | -$88K | – | 1129 |
|
|
2022
Q3 | $88K | Buy |
+470
| New | +$88K | 0.04% | 292 |
|