Patriot Financial Group Insurance Agency’s Vanguard Small-Cap Value ETF VBR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $307K | Buy |
|
|||||
|
2025
Q2 | $203K | Buy |
|
|||||
|
2022
Q3 | – | Sell |
|
|||||
|
2022
Q2 | $99K | Sell |
|
|||||
|
2022
Q1 | $117K | Buy |
|
|||||
|
2021
Q4 | $82K | Sell |
|
|||||
|
2021
Q3 | $106K | Sell |
|
|||||
|
2021
Q2 | $241K | Sell |
|
|||||
|
2021
Q1 | $361K | Buy |
|
|||||
|
2020
Q4 | $226K | Buy |
|
|||||
|
2020
Q3 | $169K | Sell |
|
|||||
|
2020
Q2 | $167K | Sell |
|
|||||
|
2020
Q1 | $249K | Buy |
|
|||||
|
2019
Q4 | $325K | Buy |
|
|||||
|
2019
Q3 | $272K | Buy |
|
|||||
|
2019
Q2 | $268K | Buy |
|
|||||
|
2019
Q1 | $188K | Buy |
|
|||||
|
2018
Q4 | $160K | Sell |
|
|||||
|
2018
Q3 | $198K | Buy |
|
|||||
|
2018
Q2 | $172K | Sell |
|
|||||
|
2018
Q1 | $192K | Buy |
|
|||||
|
2017
Q4 | $165K | Buy |
|
|||||
|
2017
Q3 | $147K | Buy |
|
|||||
|
2017
Q2 | $137K | Sell |
|
|||||
|
2017
Q1 | $139K | Sell |
|
|||||
|
2016
Q4 | $173K | Buy |
|