Householder Group Estate & Retirement Specialist’s Vanguard Total Stock Market ETF VTI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $387K | Sell |
1,336
-8,089
| -86% | -$2.34M | 0.29% | 50 |
|
|
2024
Q3 | $2.67M | Sell |
9,425
-1,176
| -11% | -$333K | 0.78% | 26 |
|
|
2024
Q2 | $2.84M | Sell |
10,601
-767
| -7% | -$205K | 0.8% | 23 |
|
|
2024
Q1 | $2.95M | Buy |
11,368
+24
| +0.2% | +$6.24K | 0.88% | 21 |
|
|
2023
Q4 | $2.69M | Sell |
11,344
-2,761
| -20% | -$655K | 0.88% | 23 |
|
|
2023
Q3 | $3M | Buy |
+14,105
| New | +$3M | 1.08% | 14 |
|
|
2023
Q1 | $4.4M | Buy |
+21,548
| New | +$4.4M | 1.69% | 8 |
|
|
2022
Q4 | – | Sell |
-29,125
| Closed | -$5.23M | – | 1142 |
|
|
2022
Q3 | $5.23M | Buy |
29,125
+7,397
| +34% | +$1.33M | 2.15% | 8 |
|
|
2022
Q2 | $4.1M | Buy |
21,728
+346
| +2% | +$65.3K | 1.83% | 9 |
|
|
2022
Q1 | $4.87M | Buy |
21,382
+174
| +0.8% | +$39.6K | 1.96% | 8 |
|
|
2021
Q4 | $5.12M | Buy |
+21,208
| New | +$5.12M | 1.91% | 10 |
|