Patriot Financial Group Insurance Agency’s Vanguard Industrials ETF VIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-40
| Closed | -$6K | – | 1895 |
|
|
2022
Q2 | $6K | Hold |
40
| – | – | ﹤0.01% | 1445 |
|
|
2022
Q1 | $8K | Buy |
40
+1
| +3% | +$200 | ﹤0.01% | 1466 |
|
|
2021
Q4 | $8K | Sell |
39
-130
| -77% | -$26.7K | ﹤0.01% | 1581 |
|
|
2021
Q3 | $32K | Buy |
169
+30
| +22% | +$5.68K | 0.01% | 1026 |
|
|
2021
Q2 | $27K | Sell |
139
-87
| -38% | -$16.9K | ﹤0.01% | 1065 |
|
|
2021
Q1 | $43K | Buy |
226
+39
| +21% | +$7.42K | 0.01% | 818 |
|
|
2020
Q4 | $32K | Buy |
187
+71
| +61% | +$12.2K | 0.01% | 836 |
|
|
2020
Q3 | $17K | Sell |
116
-15
| -11% | -$2.2K | 0.01% | 869 |
|
|
2020
Q2 | $17K | Buy |
131
+39
| +42% | +$5.06K | 0.01% | 807 |
|
|
2020
Q1 | $10K | Buy |
+92
| New | +$10K | ﹤0.01% | 869 |
|