Patriot Financial Group Insurance Agency’s Vanguard Short-Term Corporate Bond ETF VCSH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-1,988
| Closed | -$152K | – | 1881 |
|
|
2022
Q2 | $152K | Sell |
1,988
-1
| -0.1% | -$76 | 0.03% | 446 |
|
|
2022
Q1 | $155K | Buy |
1,989
+372
| +23% | +$29K | 0.03% | 467 |
|
|
2021
Q4 | $131K | Buy |
1,617
+59
| +4% | +$4.78K | 0.02% | 571 |
|
|
2021
Q3 | $128K | Buy |
1,558
+170
| +12% | +$14K | 0.02% | 573 |
|
|
2021
Q2 | $115K | Buy |
1,388
+646
| +87% | +$53.5K | 0.02% | 578 |
|
|
2021
Q1 | $61K | Buy |
742
+244
| +49% | +$20.1K | 0.01% | 712 |
|
|
2020
Q4 | $41K | Sell |
498
-228
| -31% | -$18.8K | 0.01% | 748 |
|
|
2020
Q3 | $60K | Buy |
726
+187
| +35% | +$15.5K | 0.02% | 500 |
|
|
2020
Q2 | $45K | Buy |
539
+64
| +13% | +$5.34K | 0.02% | 548 |
|
|
2020
Q1 | $38K | Buy |
475
+2
| +0.4% | +$160 | 0.02% | 508 |
|
|
2019
Q4 | $38K | Buy |
473
+52
| +12% | +$4.18K | 0.01% | 533 |
|
|
2019
Q3 | $34K | Sell |
421
-157
| -27% | -$12.7K | 0.02% | 518 |
|
|
2019
Q2 | $47K | Sell |
578
-97
| -14% | -$7.89K | 0.02% | 447 |
|
|
2019
Q1 | $54K | Buy |
675
+390
| +137% | +$31.2K | 0.03% | 372 |
|
|
2018
Q4 | $22K | Sell |
285
-1,099
| -79% | -$84.8K | 0.01% | 456 |
|
|
2018
Q3 | $108K | Buy |
1,384
+1,314
| +1,877% | +$103K | 0.06% | 199 |
|
|
2018
Q2 | $5K | Sell |
70
-878
| -93% | -$62.7K | 0.01% | 491 |
|
|
2018
Q1 | $74K | Sell |
948
-1,261
| -57% | -$98.4K | 0.05% | 260 |
|
|
2017
Q4 | $175K | Buy |
2,209
+657
| +42% | +$52K | 0.13% | 141 |
|
|
2017
Q3 | $124K | Buy |
1,552
+905
| +140% | +$72.3K | 0.11% | 153 |
|
|
2017
Q2 | $52K | Buy |
647
+12
| +2% | +$964 | 0.05% | 238 |
|
|
2017
Q1 | $51K | Sell |
635
-3
| -0.5% | -$241 | 0.05% | 219 |
|
|
2016
Q4 | $51K | Buy |
+638
| New | +$51K | 0.07% | 214 |
|