PFGIA
Patriot Financial Group Insurance Agency’s Vanguard Total Bond Market BND Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.17M | Sell |
29,484
-8,643
| -23% | -$636K | 0.25% | 101 |
|
|
2025
Q1 | $2.8M | Sell |
38,127
-52,772
| -58% | -$3.88M | 0.38% | 60 |
|
|
2024
Q4 | $6.54M | Buy |
90,899
+11,012
| +14% | +$792K | 0.88% | 19 |
|
|
2024
Q3 | $6M | Buy |
79,887
+51,628
| +183% | +$3.88M | 0.81% | 21 |
|
|
2024
Q2 | $2.04M | Buy |
28,259
+1,242
| +5% | +$89.5K | 0.3% | 76 |
|
|
2024
Q1 | $1.96M | Sell |
27,017
-10,333
| -28% | -$750K | 0.31% | 69 |
|
|
2023
Q4 | $2.75M | Buy |
37,350
+255
| +0.7% | +$18.8K | 0.52% | 41 |
|
|
2023
Q3 | $2.59M | Buy |
37,095
+7,681
| +26% | +$536K | 0.54% | 40 |
|
|
2023
Q2 | $2.14M | Sell |
29,414
-12,762
| -30% | -$928K | 0.4% | 53 |
|
|
2023
Q1 | $3.11M | Buy |
42,176
+8,134
| +24% | +$601K | 0.63% | 27 |
|
|
2022
Q4 | $2.45M | Sell |
34,042
-4,651
| -12% | -$334K | 0.33% | 34 |
|
|
2022
Q3 | $2.76M | Sell |
38,693
-21,259
| -35% | -$1.52M | 0.67% | 27 |
|
|
2022
Q2 | $4.51M | Sell |
59,952
-3,697
| -6% | -$278K | 0.92% | 20 |
|
|
2022
Q1 | $5.06M | Buy |
63,649
+5,844
| +10% | +$465K | 0.9% | 19 |
|
|
2021
Q4 | $4.9M | Buy |
57,805
+3,998
| +7% | +$339K | 0.81% | 23 |
|
|
2021
Q3 | $4.6M | Buy |
53,807
+7,532
| +16% | +$644K | 0.81% | 21 |
|
|
2021
Q2 | $3.98M | Buy |
46,275
+5,833
| +14% | +$501K | 0.73% | 21 |
|
|
2021
Q1 | $3.43M | Buy |
40,442
+7,106
| +21% | +$602K | 0.79% | 15 |
|
|
2020
Q4 | $2.94M | Buy |
33,336
+3,093
| +10% | +$273K | 0.74% | 15 |
|
|
2020
Q3 | $2.67M | Buy |
30,243
+835
| +3% | +$73.7K | 0.87% | 18 |
|
|
2020
Q2 | $2.6M | Buy |
29,408
+2,088
| +8% | +$184K | 0.99% | 13 |
|
|
2020
Q1 | $2.33M | Buy |
27,320
+11,977
| +78% | +$1.02M | 1.07% | 12 |
|
|
2019
Q4 | $1.29M | Buy |
15,343
+4,309
| +39% | +$361K | 0.48% | 36 |
|
|
2019
Q3 | $932K | Buy |
11,034
+30
| +0.3% | +$2.53K | 0.42% | 41 |
|
|
2019
Q2 | $914K | Buy |
11,004
+2,174
| +25% | +$181K | 0.39% | 44 |
|
|
2019
Q1 | $717K | Buy |
8,830
+1,272
| +17% | +$103K | 0.37% | 44 |
|
|
2018
Q4 | $599K | Sell |
7,558
-776
| -9% | -$61.5K | 0.39% | 43 |
|
|
2018
Q3 | $656K | Buy |
8,334
+2,349
| +39% | +$185K | 0.39% | 37 |
|
|
2018
Q2 | $474K | Sell |
5,985
-12,775
| -68% | -$1.01M | 0.51% | 35 |
|
|
2018
Q1 | $1.5M | Buy |
18,760
+2,647
| +16% | +$211K | 1.11% | 14 |
|
|
2017
Q4 | $1.31M | Buy |
16,113
+3,228
| +25% | +$262K | 0.98% | 17 |
|
|
2017
Q3 | $1.05M | Buy |
12,885
+1,531
| +13% | +$125K | 0.94% | 15 |
|
|
2017
Q2 | $924K | Buy |
11,354
+2,375
| +26% | +$193K | 0.96% | 15 |
|
|
2017
Q1 | $729K | Buy |
8,979
+2,877
| +47% | +$234K | 0.77% | 18 |
|
|
2016
Q4 | $493K | Buy |
+6,102
| New | +$493K | 0.67% | 26 |
|