Householder Group Estate & Retirement Specialist, LLC Vanguard Small Cap Value ETF Transaction History

Householder Group Estate & Retirement Specialist, LLC

  • $134 Million
  • Q4 2024

A detailed history of Householder Group Estate & Retirement Specialist, LLC transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Householder Group Estate & Retirement Specialist, LLC holds 1,507 shares of VBR stock, worth $306,629. This represents 0.22% of its overall portfolio holdings.

Number of Shares
1,507
Previous 1,581 4.68%
Holding current value
$306,629
Previous $317,000 5.99%
% of portfolio
0.22%
Previous 0.09%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 15, 2025
SELL
$197.36 - $217.3 $14,604 - $16,080
-74 Reduced 4.68%
1,507 $298,000
Q3 2024

Oct 18, 2024
SELL
$179.99 - $201.6 $22,138 - $24,796
-123 Reduced 7.22%
1,581 $317,000
Q2 2024

Jul 17, 2024
SELL
$177.65 - $191.11 $7,283 - $7,835
-41 Reduced 2.35%
1,704 $311,000
Q1 2024

May 03, 2024
BUY
$172.45 - $191.88 $5,863 - $6,523
34 Added 1.99%
1,745 $334,000
Q4 2023

Jan 23, 2024
BUY
$149.18 - $181.94 $201,542 - $245,800
1,351 Added 375.28%
1,711 $307,000
Q3 2023

Oct 10, 2023
SELL
$157.33 - $174.39 $7,551 - $8,370
-48 Reduced 11.76%
360 $57,000
Q1 2023

Apr 13, 2023
BUY
$150.22 - $177.69 $61,289 - $72,497
408 New
408 $65,000
Q3 2022

Oct 11, 2022
BUY
$143.4 - $172.87 $107,693 - $129,825
751 New
751 $107,000
Q2 2022

Jul 18, 2022
SELL
$146.67 - $178.24 $174,683 - $212,283
-1,191 Closed
0 $0
Q1 2022

Apr 18, 2022
SELL
$165.62 - $182.58 $2.02 Million - $2.23 Million
-12,187 Reduced 91.1%
1,191 $209,000
Q4 2021

Apr 12, 2022
BUY
$168.72 - $185.72 $2.26 Million - $2.48 Million
13,378 New
13,378 $2.39 Million

Others Institutions Holding VBR

# of Institutions
1,687
Shares Held
100M
Call Options Held
57.7K
Put Options Held
8.3K
View Full List

About VANGUARD SMALL-CAP VALUE ETF

VBR Quotes by TradingView
  • Ticker VBR
  • Sector ETFs
  • Industry ETFs
More about VBR
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