Patriot Financial Group Insurance Agency’s Vanguard Small-Cap ETF VB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $2.29M | Buy |
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|
2025
Q2 | $1.75M | Buy |
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|
2025
Q1 | $1.58M | Buy |
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|
2024
Q4 | $1.33M | Buy |
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|
2024
Q3 | $1.22M | Buy |
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|
2024
Q2 | $983K | Sell |
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|
2024
Q1 | $1.03M | Buy |
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|
2023
Q4 | $904K | Sell |
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|
2023
Q3 | $1.15M | Sell |
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|
2023
Q2 | $1.34M | Buy |
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|
2023
Q1 | $857K | Buy |
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|
2022
Q4 | $802K | Buy |
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|
2022
Q3 | $727K | Buy |
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|
2022
Q2 | $574K | Sell |
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|
2022
Q1 | $899K | Buy |
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|
2021
Q4 | $700K | Buy |
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|
2021
Q3 | $603K | Buy |
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|
2021
Q2 | $581K | Buy |
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|
2021
Q1 | $544K | Buy |
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|
2020
Q4 | $419K | Buy |
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|
2020
Q3 | $203K | Buy |
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|
2020
Q2 | $138K | Sell |
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|
2020
Q1 | $167K | Buy |
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|
2019
Q4 | $204K | Sell |
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|
2019
Q3 | $274K | Sell |
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|
2019
Q2 | $326K | Buy |
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|
2019
Q1 | $307K | Buy |
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|
2018
Q4 | $257K | Sell |
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|
2018
Q3 | $343K | Buy |
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|
2018
Q2 | $122K | Sell |
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|
2018
Q1 | $219K | Buy |
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|
2017
Q4 | $218K | Buy |
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|
2017
Q3 | $207K | Buy |
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|
2017
Q2 | $178K | Buy |
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|
2017
Q1 | $171K | Buy |
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|
2016
Q4 | $153K | Buy |
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