Patriot Financial Group Insurance Agency’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $342K | Buy |
5,724
+636
| +13% | +$38K | 0.04% | 379 |
|
|
2025
Q1 | $302K | Buy |
5,088
+363
| +8% | +$21.6K | 0.04% | 379 |
|
|
2024
Q4 | $274K | Buy |
4,725
+65
| +1% | +$3.77K | 0.04% | 389 |
|
|
2024
Q3 | $282K | Sell |
4,660
-654
| -12% | -$39.5K | 0.04% | 399 |
|
|
2024
Q2 | $309K | Sell |
5,314
-177
| -3% | -$10.3K | 0.05% | 360 |
|
|
2024
Q1 | $322K | Sell |
5,491
-1,396
| -20% | -$81.7K | 0.05% | 347 |
|
|
2023
Q4 | $409K | Sell |
6,887
-438
| -6% | -$26K | 0.08% | 277 |
|
|
2023
Q3 | $419K | Buy |
7,325
+1,784
| +32% | +$102K | 0.09% | 273 |
|
|
2023
Q2 | $325K | Sell |
5,541
-3,724
| -40% | -$218K | 0.06% | 320 |
|
|
2023
Q1 | $556K | Sell |
9,265
-972
| -9% | -$58.3K | 0.11% | 203 |
|
|
2022
Q4 | $599K | Buy |
10,237
+3,936
| +62% | +$230K | 0.08% | 180 |
|
|
2022
Q3 | $367K | Sell |
6,301
-262
| -4% | -$15.3K | 0.09% | 250 |
|
|
2022
Q2 | $401K | Sell |
6,563
-5,002
| -43% | -$306K | 0.08% | 243 |
|
|
2022
Q1 | $728K | Buy |
11,565
+1,315
| +13% | +$82.8K | 0.13% | 176 |
|
|
2021
Q4 | $681K | Buy |
10,250
+1,688
| +20% | +$112K | 0.11% | 189 |
|
|
2021
Q3 | $578K | Buy |
8,562
+1,040
| +14% | +$70.2K | 0.1% | 206 |
|
|
2021
Q2 | $510K | Buy |
7,522
+1,284
| +21% | +$87.1K | 0.09% | 227 |
|
|
2021
Q1 | $419K | Buy |
6,238
+1,873
| +43% | +$126K | 0.1% | 223 |
|
|
2020
Q4 | $303K | Buy |
4,365
+446
| +11% | +$31K | 0.08% | 261 |
|
|
2020
Q3 | $276K | Buy |
3,919
+696
| +22% | +$49K | 0.09% | 214 |
|
|
2020
Q2 | $227K | Buy |
3,223
+1,434
| +80% | +$101K | 0.09% | 216 |
|
|
2020
Q1 | $126K | Buy |
1,789
+705
| +65% | +$49.7K | 0.06% | 288 |
|
|
2019
Q4 | $71K | Buy |
1,084
+403
| +59% | +$26.4K | 0.03% | 414 |
|
|
2019
Q3 | $45K | Buy |
681
+167
| +32% | +$11K | 0.02% | 461 |
|
|
2019
Q2 | $34K | Buy |
514
+461
| +870% | +$30.5K | 0.01% | 514 |
|
|
2019
Q1 | $3K | Hold |
53
| – | – | ﹤0.01% | 970 |
|
|
2018
Q4 | $3K | Hold |
53
| – | – | ﹤0.01% | 808 |
|
|
2018
Q3 | $3K | Sell |
53
-75
| -59% | -$4.25K | ﹤0.01% | 824 |
|
|
2018
Q2 | $8K | Sell |
128
-761
| -86% | -$47.6K | 0.01% | 428 |
|
|
2018
Q1 | $56K | Buy |
889
+233
| +36% | +$14.7K | 0.04% | 293 |
|
|
2017
Q4 | $43K | Buy |
656
+373
| +132% | +$24.5K | 0.03% | 323 |
|
|
2017
Q3 | $18K | Buy |
283
+98
| +53% | +$6.23K | 0.02% | 439 |
|
|
2017
Q2 | $12K | Buy |
+185
| New | +$12K | 0.01% | 499 |
|