Patriot Financial Group Insurance Agency’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.21M | Sell |
15,633
-708
| -4% | -$54.8K | 0.14% | 179 |
|
|
2025
Q1 | $1.25M | Sell |
16,341
-728
| -4% | -$55.7K | 0.17% | 153 |
|
|
2024
Q4 | $1.28M | Buy |
17,069
+382
| +2% | +$28.5K | 0.17% | 136 |
|
|
2024
Q3 | $1.31M | Sell |
16,687
-158
| -0.9% | -$12.4K | 0.18% | 136 |
|
|
2024
Q2 | $1.26M | Buy |
16,845
+3,339
| +25% | +$250K | 0.19% | 127 |
|
|
2024
Q1 | $1.02M | Sell |
13,506
-1,032
| -7% | -$77.8K | 0.16% | 146 |
|
|
2023
Q4 | $1.11M | Buy |
14,538
+9,052
| +165% | +$691K | 0.21% | 118 |
|
|
2023
Q3 | $397K | Sell |
5,486
-7,972
| -59% | -$576K | 0.08% | 282 |
|
|
2023
Q2 | $1.01M | Buy |
13,458
+2,667
| +25% | +$201K | 0.19% | 130 |
|
|
2023
Q1 | $828K | Sell |
10,791
-362
| -3% | -$27.8K | 0.17% | 144 |
|
|
2022
Q4 | $829K | Sell |
11,153
-2,954
| -21% | -$220K | 0.11% | 130 |
|
|
2022
Q3 | $1.04M | Buy |
14,107
+11,079
| +366% | +$814K | 0.25% | 92 |
|
|
2022
Q2 | $235K | Sell |
3,028
-11,190
| -79% | -$868K | 0.05% | 347 |
|
|
2022
Q1 | $1.16M | Buy |
14,218
+10,445
| +277% | +$855K | 0.21% | 111 |
|
|
2021
Q4 | $331K | Sell |
3,773
-458
| -11% | -$40.2K | 0.06% | 329 |
|
|
2021
Q3 | $379K | Buy |
4,231
+28
| +0.7% | +$2.51K | 0.07% | 289 |
|
|
2021
Q2 | $378K | Sell |
4,203
-607
| -13% | -$54.6K | 0.07% | 286 |
|
|
2021
Q1 | $427K | Sell |
4,810
-1,232
| -20% | -$109K | 0.1% | 218 |
|
|
2020
Q4 | $561K | Buy |
6,042
+1,564
| +35% | +$145K | 0.14% | 160 |
|
|
2020
Q3 | $419K | Buy |
4,478
+590
| +15% | +$55.2K | 0.14% | 163 |
|
|
2020
Q2 | $362K | Buy |
3,888
+579
| +17% | +$53.9K | 0.14% | 155 |
|
|
2020
Q1 | $296K | Buy |
3,309
+2,389
| +260% | +$214K | 0.14% | 164 |
|
|
2019
Q4 | $80K | Buy |
920
+5
| +0.5% | +$435 | 0.03% | 383 |
|
|
2019
Q3 | $81K | Buy |
915
+4
| +0.4% | +$354 | 0.04% | 348 |
|
|
2019
Q2 | $79K | Buy |
911
+3
| +0.3% | +$260 | 0.03% | 357 |
|
|
2019
Q1 | $76K | Buy |
908
+81
| +10% | +$6.78K | 0.04% | 320 |
|
|
2018
Q4 | $67K | Buy |
827
+300
| +57% | +$24.3K | 0.04% | 275 |
|
|
2018
Q3 | $42K | Buy |
527
+2
| +0.4% | +$159 | 0.03% | 330 |
|
|
2018
Q2 | $43K | Buy |
525
+4
| +0.8% | +$328 | 0.05% | 193 |
|
|
2018
Q1 | $43K | Buy |
521
+2
| +0.4% | +$165 | 0.03% | 338 |
|
|
2017
Q4 | $43K | Buy |
519
+4
| +0.8% | +$331 | 0.03% | 322 |
|
|
2017
Q3 | $44K | Buy |
515
+3
| +0.6% | +$256 | 0.04% | 274 |
|
|
2017
Q2 | $43K | Buy |
512
+5
| +1% | +$420 | 0.04% | 255 |
|
|
2017
Q1 | $43K | Hold |
507
| – | – | 0.05% | 241 |
|
|
2016
Q4 | $42K | Buy |
+507
| New | +$42K | 0.06% | 241 |
|