Patriot Financial Group Insurance Agency’s Vanguard Information Technology ETF VGT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.22M | Buy |
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|
2025
Q2 | $1.03M | Buy |
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|
2025
Q1 | $741K | Buy |
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|
2024
Q4 | $750K | Buy |
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|
2024
Q3 | $574K | Sell |
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|
2024
Q2 | $694K | Buy |
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|
2024
Q1 | $587K | Buy |
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|
2023
Q4 | $457K | Buy |
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|
2023
Q3 | $328K | Sell |
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|
2023
Q2 | $353K | Buy |
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|
2023
Q1 | $239K | Sell |
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|
2022
Q4 | $212K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $176K | Buy |
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|
2022
Q1 | $221K | Buy |
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|
2021
Q4 | $212K | Sell |
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|
2021
Q3 | $419K | Hold |
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|
2021
Q2 | $417K | Hold |
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|
2021
Q1 | $374K | Sell |
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|
2020
Q4 | $380K | Buy |
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|
2020
Q3 | $112K | Hold |
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|
2020
Q2 | $100K | Sell |
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|
2020
Q1 | $185K | Buy |
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|
2019
Q4 | $204K | Buy |
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|
2019
Q3 | $175K | Buy |
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|
2019
Q2 | $164K | Buy |
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|
2019
Q1 | $147K | Sell |
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|
2018
Q4 | $124K | Sell |
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|
2018
Q3 | $171K | Buy |
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|
2018
Q2 | $102K | Sell |
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|
2018
Q1 | $220K | Buy |
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|
2017
Q4 | $214K | Buy |
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|
2017
Q3 | $164K | Buy |
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|
2017
Q2 | $101K | Buy |
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|
2017
Q1 | $79K | Buy |
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|
2016
Q4 | $55K | Buy |
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