Patriot Financial Group Insurance Agency’s Vanguard Mid-Cap Growth ETF VOT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $776K | Sell |
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|
2025
Q2 | $752K | Buy |
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|
2025
Q1 | $614K | Buy |
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|
2024
Q4 | $608K | Sell |
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|
2024
Q3 | $634K | Buy |
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|
2024
Q2 | $573K | Buy |
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|
2024
Q1 | $433K | Buy |
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|
2023
Q4 | $307K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $22K | Buy |
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|
2022
Q1 | $24K | Sell |
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|
2021
Q4 | $30K | Buy |
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|
2021
Q3 | $26K | Sell |
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|
2021
Q2 | $39K | Buy |
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|
2021
Q1 | $8K | Sell |
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|
2020
Q4 | $29K | Buy |
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|
2020
Q3 | $24K | Buy |
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|
2020
Q2 | $20K | Sell |
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|
2020
Q1 | $60K | Hold |
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|
2019
Q4 | $76K | Hold |
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|
2019
Q3 | $71K | Sell |
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|
2019
Q2 | $73K | Hold |
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|
2019
Q1 | $69K | Buy |
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|
2018
Q4 | $2K | Hold |
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|
2018
Q3 | $3K | Buy |
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