Patriot Financial Group Insurance Agency’s Vanguard Mid-Cap ETF VO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $6.73M | Buy |
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|
2025
Q2 | $6.12M | Buy |
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|
2025
Q1 | $5.49M | Buy |
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|
2024
Q4 | $4.85M | Buy |
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|
2024
Q3 | $4.75M | Buy |
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|
2024
Q2 | $4.28M | Sell |
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|
2024
Q1 | $4.51M | Buy |
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|
2023
Q4 | $3.33M | Buy |
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|
2023
Q3 | $2.89M | Sell |
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|
2023
Q2 | $7.87M | Buy |
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|
2023
Q1 | $7.39M | Buy |
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|
2022
Q4 | $6.9M | Buy |
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|
2022
Q3 | $5.72M | Buy |
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|
2022
Q2 | $5.45M | Buy |
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|
2022
Q1 | $5.72M | Buy |
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|
2021
Q4 | $5.62M | Buy |
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|
2021
Q3 | $4.57M | Buy |
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|
2021
Q2 | $2.27M | Buy |
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|
2021
Q1 | $1.59M | Buy |
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|
2020
Q4 | $1.19M | Buy |
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|
2020
Q3 | $850K | Buy |
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|
2020
Q2 | $728K | Buy |
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|
2020
Q1 | $417K | Buy |
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|
2019
Q4 | $445K | Buy |
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|
2019
Q3 | $145K | Buy |
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|
2019
Q2 | $135K | Buy |
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|
2019
Q1 | $52K | Buy |
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|
2018
Q4 | $40K | Sell |
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|
2018
Q3 | $58K | Buy |
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|
2018
Q2 | $36K | Sell |
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|
2018
Q1 | $571K | Buy |
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|
2017
Q4 | $602K | Buy |
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|
2017
Q3 | $538K | Buy |
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|
2017
Q2 | $423K | Buy |
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|
2017
Q1 | $380K | Buy |
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|
2016
Q4 | $333K | Buy |
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