Patriot Financial Group Insurance Agency’s Vanguard Growth ETF VUG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $7.08M | Sell |
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|
2025
Q2 | $7.16M | Buy |
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|
2025
Q1 | $5.8M | Buy |
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|
2024
Q4 | $5.25M | Buy |
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|
2024
Q3 | $4.39M | Buy |
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|
2024
Q2 | $3.98M | Buy |
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|
2024
Q1 | $2.48M | Buy |
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|
2023
Q4 | $1.64M | Buy |
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|
2023
Q3 | $1.3M | Buy |
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|
2023
Q2 | $1.3M | Buy |
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|
2023
Q1 | $283K | Buy |
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|
2022
Q4 | $227K | Sell |
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|
2022
Q3 | $232K | Sell |
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|
2022
Q2 | $302K | Buy |
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|
2022
Q1 | $380K | Sell |
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|
2021
Q4 | $613K | Sell |
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|
2021
Q3 | $707K | Buy |
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|
2021
Q2 | $624K | Buy |
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|
2021
Q1 | $445K | Buy |
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|
2020
Q4 | $383K | Buy |
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|
2020
Q3 | $215K | Sell |
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|
2020
Q2 | $262K | Sell |
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|
2020
Q1 | $333K | Buy |
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|
2019
Q4 | $309K | Sell |
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|
2019
Q3 | $310K | Buy |
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|
2019
Q2 | $224K | Buy |
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|
2019
Q1 | $180K | Buy |
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|
2018
Q4 | $21K | Sell |
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|
2018
Q3 | $32K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $21K | Hold |
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|
2017
Q4 | $22K | Buy |
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|
2017
Q3 | $21K | Hold |
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|
2017
Q2 | $19K | Buy |
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|
2017
Q1 | $18K | Hold |
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|
2016
Q4 | $17K | Buy |
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