Householder Group Estate & Retirement Specialist’s Vanguard Large-Cap ETF VV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-372
| Closed | -$97K | – | 1219 |
|
|
2024
Q3 | $97K | Hold |
372
| – | – | 0.03% | 369 |
|
|
2024
Q2 | $92K | Sell |
372
-200
| -35% | -$49.5K | 0.03% | 369 |
|
|
2024
Q1 | $137K | Buy |
572
+43
| +8% | +$10.3K | 0.04% | 297 |
|
|
2023
Q4 | $115K | Sell |
529
-6
| -1% | -$1.3K | 0.04% | 308 |
|
|
2023
Q3 | $105K | Buy |
+535
| New | +$105K | 0.04% | 307 |
|
|
2023
Q1 | $106K | Buy |
+568
| New | +$106K | 0.04% | 295 |
|
|
2022
Q4 | – | Sell |
-20
| Closed | -$3K | – | 1147 |
|
|
2022
Q3 | $3K | Buy |
+20
| New | +$3K | ﹤0.01% | 941 |
|