Patriot Financial Group Insurance Agency’s Vanguard S&P Small-Cap 600 ETF VIOO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-280
| Closed | -$24K | – | 1892 |
|
|
2022
Q2 | $24K | Hold |
280
| – | – | ﹤0.01% | 949 |
|
|
2022
Q1 | $28K | Hold |
280
| – | – | 0.01% | 970 |
|
|
2021
Q4 | $29K | Buy |
280
+2
| +0.7% | +$207 | ﹤0.01% | 1072 |
|
|
2021
Q3 | $28K | Hold |
278
| – | – | 0.01% | 1081 |
|
|
2021
Q2 | $29K | Hold |
278
| – | – | 0.01% | 1037 |
|
|
2021
Q1 | $28K | Hold |
278
| – | – | 0.01% | 975 |
|
|
2020
Q4 | $23K | Buy |
278
+2
| +0.7% | +$165 | 0.01% | 934 |
|
|
2020
Q3 | $18K | Hold |
276
| – | – | 0.01% | 841 |
|
|
2020
Q2 | $17K | Hold |
276
| – | – | 0.01% | 806 |
|
|
2020
Q1 | $14K | Buy |
276
+136
| +97% | +$6.9K | 0.01% | 765 |
|
|
2019
Q4 | $11K | Buy |
140
+2
| +1% | +$157 | ﹤0.01% | 827 |
|
|
2019
Q3 | $10K | Buy |
138
+106
| +331% | +$7.68K | ﹤0.01% | 812 |
|
|
2019
Q2 | $2K | Buy |
+32
| New | +$2K | ﹤0.01% | 1152 |
|