Patriot Financial Group Insurance Agency’s Vanguard Short-Term Bond ETF BSV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $277K | Sell |
3,519
-1,786
| -34% | -$141K | 0.03% | 420 |
|
|
2025
Q1 | $415K | Buy |
5,305
+1,088
| +26% | +$85.2K | 0.06% | 329 |
|
|
2024
Q4 | $326K | Buy |
4,217
+715
| +20% | +$55.2K | 0.04% | 356 |
|
|
2024
Q3 | $276K | Buy |
+3,502
| New | +$276K | 0.04% | 403 |
|
|
2024
Q1 | – | Sell |
-2,837
| Closed | -$218K | – | 480 |
|
|
2023
Q4 | $218K | Buy |
2,837
+6
| +0.2% | +$462 | 0.04% | 404 |
|
|
2023
Q3 | $213K | Buy |
+2,831
| New | +$213K | 0.04% | 407 |
|
|
2023
Q2 | – | Sell |
-2,628
| Closed | -$201K | – | 466 |
|
|
2023
Q1 | $201K | Sell |
2,628
-703
| -21% | -$53.8K | 0.04% | 423 |
|
|
2022
Q4 | $251K | Sell |
3,331
-460
| -12% | -$34.6K | 0.03% | 349 |
|
|
2022
Q3 | $284K | Buy |
3,791
+11
| +0.3% | +$824 | 0.07% | 310 |
|
|
2022
Q2 | $290K | Sell |
3,780
-419
| -10% | -$32.1K | 0.06% | 310 |
|
|
2022
Q1 | $327K | Sell |
4,199
-7,603
| -64% | -$592K | 0.06% | 316 |
|
|
2021
Q4 | $954K | Buy |
11,802
+3,606
| +44% | +$291K | 0.16% | 133 |
|
|
2021
Q3 | $672K | Sell |
8,196
-150
| -2% | -$12.3K | 0.12% | 185 |
|
|
2021
Q2 | $686K | Buy |
8,346
+1,403
| +20% | +$115K | 0.13% | 179 |
|
|
2021
Q1 | $571K | Buy |
6,943
+699
| +11% | +$57.5K | 0.13% | 172 |
|
|
2020
Q4 | $518K | Buy |
6,244
+2,901
| +87% | +$241K | 0.13% | 173 |
|
|
2020
Q3 | $278K | Sell |
3,343
-1,075
| -24% | -$89.4K | 0.09% | 212 |
|
|
2020
Q2 | $367K | Sell |
4,418
-1,342
| -23% | -$111K | 0.14% | 154 |
|
|
2020
Q1 | $473K | Buy |
5,760
+1,983
| +53% | +$163K | 0.22% | 98 |
|
|
2019
Q4 | $304K | Buy |
3,777
+1,103
| +41% | +$88.8K | 0.11% | 164 |
|
|
2019
Q3 | $216K | Buy |
2,674
+292
| +12% | +$23.6K | 0.1% | 194 |
|
|
2019
Q2 | $192K | Buy |
2,382
+999
| +72% | +$80.5K | 0.08% | 199 |
|
|
2019
Q1 | $110K | Buy |
1,383
+1,251
| +948% | +$99.5K | 0.06% | 252 |
|
|
2018
Q4 | $10K | Hold |
132
| – | – | 0.01% | 611 |
|
|
2018
Q3 | $10K | Sell |
132
-149
| -53% | -$11.3K | 0.01% | 619 |
|
|
2018
Q2 | $22K | Sell |
281
-70
| -20% | -$5.48K | 0.02% | 275 |
|
|
2018
Q1 | $28K | Sell |
351
-13
| -4% | -$1.04K | 0.02% | 405 |
|
|
2017
Q4 | $29K | Buy |
364
+88
| +32% | +$7.01K | 0.02% | 385 |
|
|
2017
Q3 | $22K | Buy |
276
+51
| +23% | +$4.07K | 0.02% | 377 |
|
|
2017
Q2 | $18K | Buy |
+225
| New | +$18K | 0.02% | 406 |
|