Patriot Financial Group Insurance Agency’s Vanguard Mid-Cap ETF VO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.12M | Buy |
21,884
+663
| +3% | +$186K | 0.7% | 25 |
|
|
2025
Q1 | $5.49M | Buy |
21,221
+2,877
| +16% | +$744K | 0.74% | 23 |
|
|
2024
Q4 | $4.85M | Buy |
18,344
+346
| +2% | +$91.4K | 0.65% | 33 |
|
|
2024
Q3 | $4.75M | Buy |
17,998
+339
| +2% | +$89.4K | 0.64% | 31 |
|
|
2024
Q2 | $4.28M | Sell |
17,659
-399
| -2% | -$96.6K | 0.63% | 32 |
|
|
2024
Q1 | $4.51M | Buy |
18,058
+3,760
| +26% | +$939K | 0.72% | 25 |
|
|
2023
Q4 | $3.33M | Buy |
14,298
+425
| +3% | +$98.9K | 0.63% | 32 |
|
|
2023
Q3 | $2.89M | Sell |
13,873
-21,879
| -61% | -$4.56M | 0.6% | 35 |
|
|
2023
Q2 | $7.87M | Buy |
35,752
+703
| +2% | +$155K | 1.48% | 11 |
|
|
2023
Q1 | $7.39M | Buy |
35,049
+1,184
| +3% | +$250K | 1.5% | 11 |
|
|
2022
Q4 | $6.9M | Buy |
33,865
+3,420
| +11% | +$697K | 0.93% | 12 |
|
|
2022
Q3 | $5.72M | Buy |
30,445
+2,784
| +10% | +$523K | 1.39% | 14 |
|
|
2022
Q2 | $5.45M | Buy |
27,661
+3,621
| +15% | +$713K | 1.11% | 16 |
|
|
2022
Q1 | $5.72M | Buy |
24,040
+1,968
| +9% | +$468K | 1.02% | 16 |
|
|
2021
Q4 | $5.62M | Buy |
22,072
+2,785
| +14% | +$709K | 0.93% | 18 |
|
|
2021
Q3 | $4.57M | Buy |
19,287
+9,705
| +101% | +$2.3M | 0.81% | 22 |
|
|
2021
Q2 | $2.27M | Buy |
9,582
+2,375
| +33% | +$564K | 0.42% | 41 |
|
|
2021
Q1 | $1.6M | Buy |
7,207
+1,443
| +25% | +$319K | 0.37% | 46 |
|
|
2020
Q4 | $1.19M | Buy |
5,764
+941
| +20% | +$195K | 0.3% | 69 |
|
|
2020
Q3 | $850K | Buy |
4,823
+380
| +9% | +$67K | 0.28% | 83 |
|
|
2020
Q2 | $728K | Buy |
4,443
+1,272
| +40% | +$208K | 0.28% | 84 |
|
|
2020
Q1 | $417K | Buy |
3,171
+676
| +27% | +$88.9K | 0.19% | 110 |
|
|
2019
Q4 | $445K | Buy |
2,495
+1,628
| +188% | +$290K | 0.17% | 124 |
|
|
2019
Q3 | $145K | Buy |
867
+60
| +7% | +$10K | 0.07% | 254 |
|
|
2019
Q2 | $135K | Buy |
807
+482
| +148% | +$80.6K | 0.06% | 258 |
|
|
2019
Q1 | $52K | Buy |
325
+37
| +13% | +$5.92K | 0.03% | 380 |
|
|
2018
Q4 | $40K | Sell |
288
-68
| -19% | -$9.44K | 0.03% | 363 |
|
|
2018
Q3 | $58K | Buy |
356
+127
| +55% | +$20.7K | 0.03% | 283 |
|
|
2018
Q2 | $36K | Sell |
229
-3,563
| -94% | -$560K | 0.04% | 220 |
|
|
2018
Q1 | $571K | Buy |
3,792
+38
| +1% | +$5.72K | 0.42% | 55 |
|
|
2017
Q4 | $602K | Buy |
3,754
+123
| +3% | +$19.7K | 0.45% | 45 |
|
|
2017
Q3 | $538K | Buy |
3,631
+668
| +23% | +$99K | 0.48% | 43 |
|
|
2017
Q2 | $423K | Buy |
2,963
+207
| +8% | +$29.6K | 0.44% | 48 |
|
|
2017
Q1 | $380K | Buy |
2,756
+277
| +11% | +$38.2K | 0.4% | 47 |
|
|
2016
Q4 | $333K | Buy |
+2,479
| New | +$333K | 0.46% | 42 |
|