Patriot Financial Group Insurance Agency’s Vanguard Total Stock Market ETF VTI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $7.66M | Sell |
|
|||||
|
2025
Q2 | $10.4M | Buy |
|
|||||
|
2025
Q1 | $9.01M | Sell |
|
|||||
|
2024
Q4 | $9.78M | Buy |
|
|||||
|
2024
Q3 | $9.13M | Buy |
|
|||||
|
2024
Q2 | $8.61M | Buy |
|
|||||
|
2024
Q1 | $7.98M | Sell |
|
|||||
|
2023
Q4 | $8.07M | Buy |
|
|||||
|
2023
Q3 | $7.11M | Buy |
|
|||||
|
2023
Q2 | $6.49M | Sell |
|
|||||
|
2023
Q1 | $7.4M | Sell |
|
|||||
|
2022
Q4 | $7.71M | Buy |
|
|||||
|
2022
Q3 | $7.14M | Buy |
|
|||||
|
2022
Q2 | $6.95M | Buy |
|
|||||
|
2022
Q1 | $7.25M | Buy |
|
|||||
|
2021
Q4 | $7.02M | Buy |
|
|||||
|
2021
Q3 | $5.94M | Buy |
|
|||||
|
2021
Q2 | $5.7M | Buy |
|
|||||
|
2021
Q1 | $4.95M | Sell |
|
|||||
|
2020
Q4 | $4.06M | Buy |
|
|||||
|
2020
Q3 | $3.36M | Sell |
|
|||||
|
2020
Q2 | $3.19M | Buy |
|
|||||
|
2020
Q1 | $2.31M | Buy |
|
|||||
|
2019
Q4 | $2.58M | Buy |
|
|||||
|
2019
Q3 | $2.17M | Sell |
|
|||||
|
2019
Q2 | $2.41M | Buy |
|
|||||
|
2019
Q1 | $2.07M | Buy |
|
|||||
|
2018
Q4 | $1.78M | Buy |
|
|||||
|
2018
Q3 | $2.02M | Buy |
|
|||||
|
2018
Q2 | $1.53M | Sell |
|
|||||
|
2018
Q1 | $2.95M | Buy |
|
|||||
|
2017
Q4 | $2.86M | Buy |
|
|||||
|
2017
Q3 | $2.32M | Buy |
|
|||||
|
2017
Q2 | $1.98M | Buy |
|
|||||
|
2017
Q1 | $1.77M | Buy |
|
|||||
|
2016
Q4 | $1.62M | Buy |
|