Patriot Financial Group Insurance Agency’s Vanguard FTSE All-World ex-US ETF VEU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $969K | Buy |
14,418
+7
| +0% | +$471 | 0.11% | 211 |
|
|
2025
Q1 | $874K | Buy |
14,411
+853
| +6% | +$51.7K | 0.12% | 204 |
|
|
2024
Q4 | $778K | Buy |
13,558
+2,257
| +20% | +$130K | 0.1% | 212 |
|
|
2024
Q3 | $712K | Buy |
11,301
+709
| +7% | +$44.7K | 0.1% | 233 |
|
|
2024
Q2 | $621K | Buy |
10,592
+747
| +8% | +$43.8K | 0.09% | 238 |
|
|
2024
Q1 | $577K | Buy |
9,845
+552
| +6% | +$32.4K | 0.09% | 245 |
|
|
2023
Q4 | $522K | Buy |
9,293
+807
| +10% | +$45.3K | 0.1% | 242 |
|
|
2023
Q3 | $440K | Sell |
8,486
-51
| -0.6% | -$2.65K | 0.09% | 264 |
|
|
2023
Q2 | $465K | Sell |
8,537
-95
| -1% | -$5.17K | 0.09% | 257 |
|
|
2023
Q1 | $462K | Buy |
8,632
+1,088
| +14% | +$58.2K | 0.09% | 234 |
|
|
2022
Q4 | $378K | Buy |
7,544
+388
| +5% | +$19.5K | 0.05% | 261 |
|
|
2022
Q3 | $317K | Buy |
7,156
+6,266
| +704% | +$278K | 0.08% | 287 |
|
|
2022
Q2 | $45K | Buy |
890
+80
| +10% | +$4.05K | 0.01% | 773 |
|
|
2022
Q1 | $47K | Sell |
810
-860
| -51% | -$49.9K | 0.01% | 802 |
|
|
2021
Q4 | $102K | Buy |
1,670
+436
| +35% | +$26.6K | 0.02% | 651 |
|
|
2021
Q3 | $74K | Buy |
1,234
+106
| +9% | +$6.36K | 0.01% | 742 |
|
|
2021
Q2 | $72K | Sell |
1,128
-17
| -1% | -$1.09K | 0.01% | 724 |
|
|
2021
Q1 | $69K | Sell |
1,145
-1
| -0.1% | -$60 | 0.02% | 665 |
|
|
2020
Q4 | $67K | Buy |
1,146
+95
| +9% | +$5.55K | 0.02% | 601 |
|
|
2020
Q3 | $53K | Sell |
1,051
-113
| -10% | -$5.7K | 0.02% | 529 |
|
|
2020
Q2 | $55K | Sell |
1,164
-547
| -32% | -$25.8K | 0.02% | 495 |
|
|
2020
Q1 | $70K | Sell |
1,711
-196
| -10% | -$8.02K | 0.03% | 386 |
|
|
2019
Q4 | $103K | Sell |
1,907
-95
| -5% | -$5.13K | 0.04% | 335 |
|
|
2019
Q3 | $100K | Sell |
2,002
-41
| -2% | -$2.05K | 0.05% | 309 |
|
|
2019
Q2 | $105K | Buy |
2,043
+360
| +21% | +$18.5K | 0.05% | 302 |
|
|
2019
Q1 | $84K | Buy |
1,683
+433
| +35% | +$21.6K | 0.04% | 307 |
|
|
2018
Q4 | $57K | Sell |
1,250
-225
| -15% | -$10.3K | 0.04% | 301 |
|
|
2018
Q3 | $77K | Buy |
+1,475
| New | +$77K | 0.05% | 240 |
|