PFGIA
Patriot Financial Group Insurance Agency’s Vanguard Total Stock Market ETF VTI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.4M | Buy |
34,323
+1,548
| +5% | +$470K | 1.2% | 12 |
|
|
2025
Q1 | $9.01M | Sell |
32,775
-985
| -3% | -$271K | 1.21% | 12 |
|
|
2024
Q4 | $9.78M | Buy |
33,760
+1,503
| +5% | +$436K | 1.31% | 9 |
|
|
2024
Q3 | $9.13M | Buy |
32,257
+79
| +0.2% | +$22.4K | 1.23% | 10 |
|
|
2024
Q2 | $8.61M | Buy |
32,178
+1,484
| +5% | +$397K | 1.27% | 11 |
|
|
2024
Q1 | $7.98M | Sell |
30,694
-3,343
| -10% | -$869K | 1.27% | 11 |
|
|
2023
Q4 | $8.07M | Buy |
34,037
+564
| +2% | +$134K | 1.52% | 8 |
|
|
2023
Q3 | $7.11M | Buy |
33,473
+4,006
| +14% | +$851K | 1.47% | 8 |
|
|
2023
Q2 | $6.49M | Sell |
29,467
-6,784
| -19% | -$1.49M | 1.22% | 15 |
|
|
2023
Q1 | $7.4M | Sell |
36,251
-4,076
| -10% | -$832K | 1.5% | 10 |
|
|
2022
Q4 | $7.71M | Buy |
40,327
+520
| +1% | +$99.4K | 1.04% | 9 |
|
|
2022
Q3 | $7.14M | Buy |
39,807
+2,960
| +8% | +$531K | 1.74% | 8 |
|
|
2022
Q2 | $6.95M | Buy |
36,847
+5,004
| +16% | +$944K | 1.41% | 11 |
|
|
2022
Q1 | $7.25M | Buy |
31,843
+2,766
| +10% | +$630K | 1.29% | 12 |
|
|
2021
Q4 | $7.02M | Buy |
29,077
+2,342
| +9% | +$565K | 1.17% | 14 |
|
|
2021
Q3 | $5.94M | Buy |
26,735
+1,171
| +5% | +$260K | 1.05% | 14 |
|
|
2021
Q2 | $5.7M | Buy |
25,564
+1,602
| +7% | +$357K | 1.04% | 13 |
|
|
2021
Q1 | $4.95M | Sell |
23,962
-4,084
| -15% | -$844K | 1.14% | 10 |
|
|
2020
Q4 | $4.06M | Buy |
28,046
+8,313
| +42% | +$1.2M | 1.02% | 11 |
|
|
2020
Q3 | $3.36M | Sell |
19,733
-625
| -3% | -$106K | 1.09% | 11 |
|
|
2020
Q2 | $3.19M | Buy |
20,358
+2,436
| +14% | +$381K | 1.22% | 9 |
|
|
2020
Q1 | $2.31M | Buy |
17,922
+2,142
| +14% | +$276K | 1.06% | 13 |
|
|
2019
Q4 | $2.58M | Buy |
15,780
+1,393
| +10% | +$228K | 0.97% | 14 |
|
|
2019
Q3 | $2.17M | Sell |
14,387
-1,508
| -9% | -$228K | 0.98% | 13 |
|
|
2019
Q2 | $2.41M | Buy |
15,895
+1,618
| +11% | +$245K | 1.04% | 14 |
|
|
2019
Q1 | $2.07M | Buy |
14,277
+356
| +3% | +$51.5K | 1.06% | 12 |
|
|
2018
Q4 | $1.78M | Buy |
13,921
+396
| +3% | +$50.5K | 1.17% | 12 |
|
|
2018
Q3 | $2.02M | Buy |
13,525
+2,613
| +24% | +$391K | 1.21% | 11 |
|
|
2018
Q2 | $1.53M | Sell |
10,912
-11,326
| -51% | -$1.59M | 1.64% | 10 |
|
|
2018
Q1 | $2.95M | Buy |
22,238
+1,861
| +9% | +$247K | 2.18% | 7 |
|
|
2017
Q4 | $2.86M | Buy |
20,377
+2,633
| +15% | +$370K | 2.14% | 8 |
|
|
2017
Q3 | $2.32M | Buy |
17,744
+1,830
| +11% | +$240K | 2.08% | 7 |
|
|
2017
Q2 | $1.98M | Buy |
15,914
+1,236
| +8% | +$154K | 2.07% | 6 |
|
|
2017
Q1 | $1.77M | Buy |
14,678
+792
| +6% | +$95.5K | 1.87% | 8 |
|
|
2016
Q4 | $1.62M | Buy |
+13,886
| New | +$1.62M | 2.22% | 7 |
|