Patriot Financial Group Insurance Agency’s Vanguard Value ETF VTV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $250K | Sell |
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|
2025
Q2 | $432K | Sell |
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|
2025
Q1 | $490K | Buy |
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|
2024
Q4 | $430K | Buy |
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|
2024
Q3 | $439K | Sell |
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|
2024
Q2 | $496K | Sell |
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|
2024
Q1 | $566K | Sell |
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|
2023
Q4 | $648K | Buy |
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|
2023
Q3 | $593K | Buy |
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|
2023
Q2 | $598K | Sell |
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|
2023
Q1 | $719K | Sell |
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|
2022
Q4 | $746K | Sell |
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|
2022
Q3 | $953K | Sell |
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|
2022
Q2 | $1.26M | Sell |
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|
2022
Q1 | $1.41M | Sell |
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|
2021
Q4 | $1.43M | Buy |
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|
2021
Q3 | $1.23M | Buy |
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|
2021
Q2 | $1.11M | Buy |
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|
2021
Q1 | $936K | Buy |
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|
2020
Q4 | $626K | Buy |
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|
2020
Q3 | $468K | Buy |
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|
2020
Q2 | $439K | Buy |
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|
2020
Q1 | $369K | Buy |
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|
2019
Q4 | $372K | Buy |
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|
2019
Q3 | $180K | Sell |
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|
2019
Q2 | $212K | Buy |
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|
2019
Q1 | $105K | Buy |
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|
2018
Q4 | $58K | Buy |
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|
2018
Q3 | $37K | Buy |
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|
2018
Q2 | $8K | Sell |
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|
2018
Q1 | $24K | Buy |
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|
2017
Q4 | $20K | Buy |
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|
2017
Q3 | $15K | Buy |
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|
2017
Q2 | $13K | Sell |
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|
2017
Q1 | $20K | Sell |
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|
2016
Q4 | $181K | Buy |
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