Householder Group Estate & Retirement Specialist’s Vanguard S&P 500 ETF VOO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $54K | Sell |
101
-3,579
| -97% | -$1.91M | 0.04% | 207 |
|
|
2024
Q3 | $1.94M | Buy |
3,680
+318
| +9% | +$168K | 0.57% | 33 |
|
|
2024
Q2 | $1.68M | Buy |
3,362
+452
| +16% | +$226K | 0.47% | 42 |
|
|
2024
Q1 | $1.4M | Buy |
2,910
+177
| +6% | +$85.1K | 0.42% | 46 |
|
|
2023
Q4 | $1.19M | Buy |
2,733
+59
| +2% | +$25.8K | 0.39% | 50 |
|
|
2023
Q3 | $1.05M | Buy |
+2,674
| New | +$1.05M | 0.38% | 57 |
|
|
2023
Q1 | $1.04M | Buy |
+2,773
| New | +$1.04M | 0.4% | 55 |
|
|
2022
Q4 | – | Sell |
-2,416
| Closed | -$793K | – | 1132 |
|
|
2022
Q3 | $793K | Buy |
2,416
+758
| +46% | +$249K | 0.33% | 67 |
|
|
2022
Q2 | $575K | Sell |
1,658
-431
| -21% | -$149K | 0.26% | 95 |
|
|
2022
Q1 | $867K | Buy |
2,089
+607
| +41% | +$252K | 0.35% | 74 |
|
|
2021
Q4 | $647K | Buy |
+1,482
| New | +$647K | 0.24% | 107 |
|