Householder Group Estate & Retirement Specialist’s Vanguard Value ETF VTV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $243K | Sell |
1,437
-7,754
| -84% | -$1.31M | 0.18% | 91 |
|
|
2024
Q3 | $1.6M | Sell |
9,191
-963
| -9% | -$168K | 0.47% | 39 |
|
|
2024
Q2 | $1.63M | Buy |
10,154
+88
| +0.9% | +$14.1K | 0.46% | 45 |
|
|
2024
Q1 | $1.64M | Sell |
10,066
-2,125
| -17% | -$346K | 0.49% | 40 |
|
|
2023
Q4 | $1.82M | Buy |
12,191
+583
| +5% | +$87.1K | 0.6% | 34 |
|
|
2023
Q3 | $1.6M | Buy |
+11,608
| New | +$1.6M | 0.58% | 36 |
|
|
2023
Q1 | $2.02M | Buy |
+14,623
| New | +$2.02M | 0.78% | 23 |
|
|
2022
Q4 | – | Sell |
-13,598
| Closed | -$1.68M | – | 1144 |
|
|
2022
Q3 | $1.68M | Buy |
13,598
+1,923
| +16% | +$237K | 0.69% | 26 |
|
|
2022
Q2 | $1.54M | Sell |
11,675
-10,271
| -47% | -$1.35M | 0.69% | 33 |
|
|
2022
Q1 | $3.24M | Buy |
21,946
+12,254
| +126% | +$1.81M | 1.31% | 15 |
|
|
2021
Q4 | $1.43M | Buy |
+9,692
| New | +$1.43M | 0.53% | 48 |
|