Patriot Financial Group Insurance Agency’s Vanguard Total Corporate Bond ETF VTC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-3,472
| Closed | -$268K | – | 1916 |
|
|
2022
Q2 | $268K | Sell |
3,472
-631
| -15% | -$48.7K | 0.05% | 326 |
|
|
2022
Q1 | $343K | Buy |
4,103
+130
| +3% | +$10.9K | 0.06% | 308 |
|
|
2021
Q4 | $360K | Sell |
3,973
-48
| -1% | -$4.35K | 0.06% | 306 |
|
|
2021
Q3 | $367K | Sell |
4,021
-11
| -0.3% | -$1K | 0.07% | 296 |
|
|
2021
Q2 | $371K | Buy |
4,032
+347
| +9% | +$31.9K | 0.07% | 291 |
|
|
2021
Q1 | $329K | Buy |
3,685
+196
| +6% | +$17.5K | 0.08% | 274 |
|
|
2020
Q4 | $329K | Buy |
3,489
+358
| +11% | +$33.8K | 0.08% | 246 |
|
|
2020
Q3 | $289K | Buy |
3,131
+1,591
| +103% | +$147K | 0.09% | 205 |
|
|
2020
Q2 | $141K | Buy |
+1,540
| New | +$141K | 0.05% | 282 |
|