Patriot Financial Group Insurance Agency’s Vanguard Russell 1000 ETF VONE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-88
| Closed | -$15K | – | 1905 |
|
|
2022
Q2 | $15K | Buy |
88
+43
| +96% | +$7.33K | ﹤0.01% | 1117 |
|
|
2022
Q1 | $9K | Hold |
45
| – | – | ﹤0.01% | 1420 |
|
|
2021
Q4 | $10K | Hold |
45
| – | – | ﹤0.01% | 1500 |
|
|
2021
Q3 | $9K | Buy |
45
+11
| +32% | +$2.2K | ﹤0.01% | 1531 |
|
|
2021
Q2 | $7K | Buy |
+34
| New | +$7K | ﹤0.01% | 1569 |
|