Patriot Financial Group Insurance Agency’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.55M | Sell |
62,278
-9,325
| -13% | -$532K | 0.41% | 60 |
|
|
2025
Q1 | $3.64M | Buy |
71,603
+8,325
| +13% | +$423K | 0.49% | 52 |
|
|
2024
Q4 | $3.03M | Sell |
63,278
-2,649
| -4% | -$127K | 0.41% | 57 |
|
|
2024
Q3 | $3.48M | Buy |
65,927
+205
| +0.3% | +$10.8K | 0.47% | 48 |
|
|
2024
Q2 | $3.25M | Sell |
65,722
-429
| -0.6% | -$21.2K | 0.48% | 46 |
|
|
2024
Q1 | $3.32M | Sell |
66,151
-7,393
| -10% | -$371K | 0.53% | 40 |
|
|
2023
Q4 | $3.52M | Buy |
73,544
+812
| +1% | +$38.9K | 0.67% | 29 |
|
|
2023
Q3 | $3.18M | Sell |
72,732
-135,398
| -65% | -$5.92M | 0.66% | 29 |
|
|
2023
Q2 | $9.61M | Sell |
208,130
-12,882
| -6% | -$595K | 1.81% | 6 |
|
|
2023
Q1 | $9.98M | Buy |
221,012
+1,519
| +0.7% | +$68.6K | 2.02% | 5 |
|
|
2022
Q4 | $9.21M | Buy |
219,493
+20,236
| +10% | +$849K | 1.24% | 5 |
|
|
2022
Q3 | $7.25M | Buy |
199,257
+10,093
| +5% | +$367K | 1.77% | 7 |
|
|
2022
Q2 | $7.72M | Buy |
189,164
+31,067
| +20% | +$1.27M | 1.57% | 7 |
|
|
2022
Q1 | $7.59M | Buy |
158,097
+22,396
| +17% | +$1.08M | 1.35% | 9 |
|
|
2021
Q4 | $6.93M | Buy |
135,701
+21,146
| +18% | +$1.08M | 1.15% | 15 |
|
|
2021
Q3 | $5.78M | Buy |
114,555
+61,312
| +115% | +$3.1M | 1.03% | 16 |
|
|
2021
Q2 | $2.74M | Buy |
53,243
+13,904
| +35% | +$716K | 0.5% | 30 |
|
|
2021
Q1 | $1.93M | Buy |
39,339
+4,589
| +13% | +$225K | 0.44% | 33 |
|
|
2020
Q4 | $1.64M | Buy |
34,750
+339
| +1% | +$16K | 0.41% | 40 |
|
|
2020
Q3 | $1.41M | Sell |
34,411
-6,007
| -15% | -$246K | 0.46% | 39 |
|
|
2020
Q2 | $1.57M | Buy |
40,418
+1,056
| +3% | +$41K | 0.6% | 28 |
|
|
2020
Q1 | $1.31M | Buy |
39,362
+18,668
| +90% | +$622K | 0.6% | 28 |
|
|
2019
Q4 | $912K | Buy |
20,694
+3,749
| +22% | +$165K | 0.34% | 53 |
|
|
2019
Q3 | $696K | Sell |
16,945
-1,134
| -6% | -$46.6K | 0.31% | 61 |
|
|
2019
Q2 | $760K | Buy |
18,079
+2,335
| +15% | +$98.2K | 0.33% | 50 |
|
|
2019
Q1 | $643K | Buy |
15,744
+1,487
| +10% | +$60.7K | 0.33% | 52 |
|
|
2018
Q4 | $529K | Buy |
14,257
+256
| +2% | +$9.5K | 0.35% | 52 |
|
|
2018
Q3 | $606K | Buy |
14,001
+4,391
| +46% | +$190K | 0.36% | 43 |
|
|
2018
Q2 | $412K | Sell |
9,610
-6,150
| -39% | -$264K | 0.44% | 43 |
|
|
2018
Q1 | $687K | Sell |
15,760
-108
| -0.7% | -$4.71K | 0.51% | 44 |
|
|
2017
Q4 | $733K | Buy |
15,868
+1,337
| +9% | +$61.8K | 0.55% | 34 |
|
|
2017
Q3 | $630K | Buy |
14,531
+532
| +4% | +$23.1K | 0.56% | 30 |
|
|
2017
Q2 | $576K | Buy |
13,999
+264
| +2% | +$10.9K | 0.6% | 25 |
|
|
2017
Q1 | $536K | Buy |
13,735
+488
| +4% | +$19K | 0.56% | 30 |
|
|
2016
Q4 | $498K | Buy |
+13,247
| New | +$498K | 0.68% | 25 |
|