Householder Group Estate & Retirement Specialist’s Vanguard Growth ETF VUG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $1K | Sell |
4
-2,009
| -100% | -$502K | ﹤0.01% | 531 |
|
|
2024
Q3 | $773K | Sell |
2,013
-785
| -28% | -$301K | 0.23% | 95 |
|
|
2024
Q2 | $1.05M | Sell |
2,798
-469
| -14% | -$175K | 0.29% | 76 |
|
|
2024
Q1 | $1.12M | Sell |
3,267
-757
| -19% | -$261K | 0.33% | 63 |
|
|
2023
Q4 | $1.25M | Buy |
4,024
+113
| +3% | +$35.1K | 0.41% | 48 |
|
|
2023
Q3 | $1.07M | Buy |
+3,911
| New | +$1.07M | 0.38% | 56 |
|
|
2023
Q1 | $1.18M | Buy |
+4,744
| New | +$1.18M | 0.45% | 49 |
|
|
2022
Q4 | – | Sell |
-4,807
| Closed | -$1.03M | – | 1146 |
|
|
2022
Q3 | $1.03M | Buy |
4,807
+1,791
| +59% | +$383K | 0.42% | 54 |
|
|
2022
Q2 | $672K | Buy |
3,016
+86
| +3% | +$19.2K | 0.3% | 77 |
|
|
2022
Q1 | $843K | Buy |
2,930
+129
| +5% | +$37.1K | 0.34% | 77 |
|
|
2021
Q4 | $899K | Buy |
+2,801
| New | +$899K | 0.33% | 84 |
|