Patriot Financial Group Insurance Agency’s Vanguard Short-Term Bond ETF BSV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
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|
2025
Q2 | $277K | Sell |
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|
2025
Q1 | $415K | Buy |
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|
2024
Q4 | $326K | Buy |
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|
2024
Q3 | $276K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $218K | Buy |
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|
2023
Q3 | $213K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $201K | Sell |
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|
2022
Q4 | $251K | Sell |
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|
2022
Q3 | $284K | Buy |
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|
2022
Q2 | $290K | Sell |
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|
2022
Q1 | $327K | Sell |
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|
2021
Q4 | $954K | Buy |
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|
2021
Q3 | $672K | Sell |
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|
2021
Q2 | $686K | Buy |
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|
2021
Q1 | $571K | Buy |
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|
2020
Q4 | $518K | Buy |
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|
2020
Q3 | $278K | Sell |
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|
2020
Q2 | $367K | Sell |
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|
2020
Q1 | $473K | Buy |
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|
2019
Q4 | $304K | Buy |
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|
2019
Q3 | $216K | Buy |
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|
2019
Q2 | $192K | Buy |
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|
2019
Q1 | $110K | Buy |
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|
2018
Q4 | $10K | Hold |
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|
2018
Q3 | $10K | Sell |
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|
2018
Q2 | $22K | Sell |
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|
2018
Q1 | $28K | Sell |
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|
2017
Q4 | $29K | Buy |
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|
2017
Q3 | $22K | Buy |
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|
2017
Q2 | $18K | Buy |
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