Patriot Financial Group Insurance Agency’s Vanguard Dividend Appreciation ETF VIG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $7.42M | Buy |
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|
2025
Q2 | $3.57M | Sell |
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|
2025
Q1 | $3.42M | Sell |
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|
2024
Q4 | $3.59M | Buy |
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|
2024
Q3 | $3.54M | Sell |
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|
2024
Q2 | $3.36M | Sell |
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|
2024
Q1 | $3.52M | Buy |
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|
2023
Q4 | $3.13M | Buy |
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|
2023
Q3 | $2.8M | Buy |
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|
2023
Q2 | $2.84M | Sell |
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|
2023
Q1 | $2.7M | Sell |
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|
2022
Q4 | $2.77M | Sell |
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|
2022
Q3 | $2.79M | Sell |
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|
2022
Q2 | $3.01M | Sell |
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|
2022
Q1 | $3.41M | Buy |
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|
2021
Q4 | $3.57M | Sell |
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|
2021
Q3 | $3.22M | Sell |
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|
2021
Q2 | $9.54M | Sell |
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|
2021
Q1 | $11.7M | Buy |
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|
2020
Q4 | $11.1M | Buy |
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|
2020
Q3 | $9.98M | Sell |
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|
2020
Q2 | $9.1M | Sell |
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|
2020
Q1 | $8.3M | Buy |
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|
2019
Q4 | $9.68M | Sell |
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|
2019
Q3 | $9.4M | Buy |
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|
2019
Q2 | $5.2M | Sell |
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|
2019
Q1 | $5.42M | Buy |
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|
2018
Q4 | $4.03M | Buy |
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|
2018
Q3 | $3.26M | Sell |
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|
2018
Q2 | $3.17M | Buy |
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|
2018
Q1 | $3.02M | Buy |
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|
2017
Q4 | $3M | Sell |
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|
2017
Q3 | $2.81M | Buy |
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|
2017
Q2 | $2.5M | Sell |
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|
2017
Q1 | $2.43M | Buy |
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|
2016
Q4 | $1.99M | Buy |
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