Patriot Financial Group Insurance Agency’s Vanguard Mid-Cap Growth ETF VOT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $752K | Buy |
2,645
+134
| +5% | +$38.1K | 0.09% | 252 |
|
|
2025
Q1 | $614K | Buy |
2,511
+113
| +5% | +$27.6K | 0.08% | 261 |
|
|
2024
Q4 | $608K | Sell |
2,398
-204
| -8% | -$51.8K | 0.08% | 255 |
|
|
2024
Q3 | $634K | Buy |
2,602
+106
| +4% | +$25.8K | 0.09% | 255 |
|
|
2024
Q2 | $573K | Buy |
2,496
+659
| +36% | +$151K | 0.08% | 254 |
|
|
2024
Q1 | $433K | Buy |
1,837
+437
| +31% | +$103K | 0.07% | 293 |
|
|
2023
Q4 | $307K | Buy |
+1,400
| New | +$307K | 0.06% | 327 |
|
|
2022
Q3 | – | Sell |
-123
| Closed | -$22K | – | 1907 |
|
|
2022
Q2 | $22K | Buy |
123
+17
| +16% | +$3.04K | ﹤0.01% | 980 |
|
|
2022
Q1 | $24K | Sell |
106
-13
| -11% | -$2.94K | ﹤0.01% | 1022 |
|
|
2021
Q4 | $30K | Buy |
119
+11
| +10% | +$2.77K | 0.01% | 1061 |
|
|
2021
Q3 | $26K | Sell |
108
-59
| -35% | -$14.2K | ﹤0.01% | 1099 |
|
|
2021
Q2 | $39K | Buy |
167
+131
| +364% | +$30.6K | 0.01% | 924 |
|
|
2021
Q1 | $8K | Sell |
36
-100
| -74% | -$22.2K | ﹤0.01% | 1441 |
|
|
2020
Q4 | $29K | Buy |
136
+4
| +3% | +$853 | 0.01% | 869 |
|
|
2020
Q3 | $24K | Buy |
132
+12
| +10% | +$2.18K | 0.01% | 749 |
|
|
2020
Q2 | $20K | Sell |
120
-357
| -75% | -$59.5K | 0.01% | 749 |
|
|
2020
Q1 | $60K | Hold |
477
| – | – | 0.03% | 418 |
|
|
2019
Q4 | $76K | Hold |
477
| – | – | 0.03% | 397 |
|
|
2019
Q3 | $71K | Sell |
477
-6
| -1% | -$893 | 0.03% | 377 |
|
|
2019
Q2 | $73K | Hold |
483
| – | – | 0.03% | 373 |
|
|
2019
Q1 | $69K | Buy |
483
+463
| +2,315% | +$66.1K | 0.04% | 335 |
|
|
2018
Q4 | $2K | Hold |
20
| – | – | ﹤0.01% | 859 |
|
|
2018
Q3 | $3K | Buy |
+20
| New | +$3K | ﹤0.01% | 827 |
|