Patriot Financial Group Insurance Agency’s Vanguard Total World Stock ETF VT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-232
| Closed | -$25K | – | 2258 |
|
|
2021
Q4 | $25K | Buy |
232
+53
| +30% | +$5.71K | ﹤0.01% | 1130 |
|
|
2021
Q3 | $18K | Buy |
179
+30
| +20% | +$3.02K | ﹤0.01% | 1272 |
|
|
2021
Q2 | $15K | Hold |
149
| – | – | ﹤0.01% | 1305 |
|
|
2021
Q1 | $14K | Hold |
149
| – | – | ﹤0.01% | 1254 |
|
|
2020
Q4 | $14K | Buy |
+149
| New | +$14K | ﹤0.01% | 1118 |
|
|
2020
Q3 | – | Sell |
-155
| Closed | -$12K | – | 1864 |
|
|
2020
Q2 | $12K | Buy |
+155
| New | +$12K | ﹤0.01% | 924 |
|
|
2018
Q4 | – | Hold |
0
| – | – | – | 1277 |
|
|
2018
Q3 | – | Hold |
0
| – | – | – | 1009 |
|
|
2018
Q2 | – | Sell |
-100
| Closed | -$7K | – | 915 |
|
|
2018
Q1 | $7K | Hold |
100
| – | – | 0.01% | 669 |
|
|
2017
Q4 | $8K | Hold |
100
| – | – | 0.01% | 633 |
|
|
2017
Q3 | $7K | Hold |
100
| – | – | 0.01% | 643 |
|
|
2017
Q2 | $7K | Hold |
100
| – | – | 0.01% | 622 |
|
|
2017
Q1 | $6K | Hold |
100
| – | – | 0.01% | 601 |
|
|
2016
Q4 | $6K | Buy |
+100
| New | +$6K | 0.01% | 552 |
|