Patriot Financial Group Insurance Agency’s Vanguard S&P Mid-Cap 400 ETF IVOO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-136
| Closed | -$10K | – | 1168 |
|
|
2022
Q2 | $10K | Hold |
136
| – | – | ﹤0.01% | 1243 |
|
|
2022
Q1 | $12K | Hold |
136
| – | – | ﹤0.01% | 1284 |
|
|
2021
Q4 | $13K | Hold |
136
| – | – | ﹤0.01% | 1382 |
|
|
2021
Q3 | $12K | Hold |
136
| – | – | ﹤0.01% | 1400 |
|
|
2021
Q2 | $12K | Hold |
136
| – | – | ﹤0.01% | 1366 |
|
|
2021
Q1 | $12K | Hold |
136
| – | – | ﹤0.01% | 1294 |
|
|
2020
Q4 | $11K | Hold |
136
| – | – | ﹤0.01% | 1182 |
|
|
2020
Q3 | $9K | Hold |
136
| – | – | ﹤0.01% | 1059 |
|
|
2020
Q2 | $8K | Hold |
136
| – | – | ﹤0.01% | 1038 |
|
|
2020
Q1 | $7K | Hold |
136
| – | – | ﹤0.01% | 977 |
|
|
2019
Q4 | $9K | Hold |
136
| – | – | ﹤0.01% | 861 |
|
|
2019
Q3 | $9K | Hold |
136
| – | – | ﹤0.01% | 826 |
|
|
2019
Q2 | $9K | Buy |
+136
| New | +$9K | ﹤0.01% | 832 |
|
|
2018
Q4 | – | Sell |
-58
| Closed | -$4K | – | 1131 |
|
|
2018
Q3 | $4K | Buy |
+58
| New | +$4K | ﹤0.01% | 778 |
|
|
2018
Q2 | – | Sell |
-60
| Closed | -$4K | – | 758 |
|
|
2018
Q1 | $4K | Hold |
60
| – | – | ﹤0.01% | 772 |
|
|
2017
Q4 | $4K | Buy |
60
+2
| +3% | +$133 | ﹤0.01% | 769 |
|
|
2017
Q3 | $4K | Hold |
58
| – | – | ﹤0.01% | 736 |
|
|
2017
Q2 | $3K | Hold |
58
| – | – | ﹤0.01% | 772 |
|
|
2017
Q1 | $3K | Buy |
58
+28
| +93% | +$1.45K | ﹤0.01% | 706 |
|
|
2016
Q4 | $2K | Buy |
+30
| New | +$2K | ﹤0.01% | 700 |
|