Patriot Financial Group Insurance Agency’s Vanguard Intermediate-Term Corporate Bond ETF VCIT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-1,499
| Closed | -$120K | – | 1880 |
|
|
2022
Q2 | $120K | Sell |
1,499
-11
| -0.7% | -$881 | 0.02% | 500 |
|
|
2022
Q1 | $130K | Buy |
1,510
+192
| +15% | +$16.5K | 0.02% | 511 |
|
|
2021
Q4 | $122K | Sell |
1,318
-577
| -30% | -$53.4K | 0.02% | 586 |
|
|
2021
Q3 | $179K | Sell |
1,895
-246
| -11% | -$23.2K | 0.03% | 472 |
|
|
2021
Q2 | $204K | Sell |
2,141
-667
| -24% | -$63.6K | 0.04% | 430 |
|
|
2021
Q1 | $261K | Buy |
2,808
+478
| +21% | +$44.4K | 0.06% | 328 |
|
|
2020
Q4 | $226K | Buy |
2,330
+449
| +24% | +$43.6K | 0.06% | 317 |
|
|
2020
Q3 | $180K | Buy |
1,881
+1,025
| +120% | +$98.1K | 0.06% | 284 |
|
|
2020
Q2 | $81K | Buy |
856
+382
| +81% | +$36.1K | 0.03% | 405 |
|
|
2020
Q1 | $41K | Buy |
474
+24
| +5% | +$2.08K | 0.02% | 500 |
|
|
2019
Q4 | $41K | Sell |
450
-73
| -14% | -$6.65K | 0.02% | 514 |
|
|
2019
Q3 | $48K | Sell |
523
-41
| -7% | -$3.76K | 0.02% | 452 |
|
|
2019
Q2 | $51K | Hold |
564
| – | – | 0.02% | 432 |
|
|
2019
Q1 | $49K | Sell |
564
-46
| -8% | -$4K | 0.03% | 393 |
|
|
2018
Q4 | $51K | Sell |
610
-437
| -42% | -$36.5K | 0.03% | 322 |
|
|
2018
Q3 | $87K | Sell |
1,047
-1,245
| -54% | -$103K | 0.05% | 220 |
|
|
2018
Q2 | $191K | Sell |
2,292
-3,857
| -63% | -$321K | 0.2% | 81 |
|
|
2018
Q1 | $520K | Buy |
6,149
+792
| +15% | +$67K | 0.38% | 58 |
|
|
2017
Q4 | $466K | Buy |
5,357
+424
| +9% | +$36.9K | 0.35% | 64 |
|
|
2017
Q3 | $434K | Sell |
4,933
-8
| -0.2% | -$704 | 0.39% | 57 |
|
|
2017
Q2 | $431K | Buy |
4,941
+603
| +14% | +$52.6K | 0.45% | 46 |
|
|
2017
Q1 | $375K | Buy |
4,338
+2,334
| +116% | +$202K | 0.4% | 49 |
|
|
2016
Q4 | $172K | Buy |
+2,004
| New | +$172K | 0.24% | 95 |
|