Patriot Financial Group Insurance Agency’s Vanguard Large-Cap ETF VV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-220
| Closed | -$49K | – | 2259 |
|
|
2021
Q4 | $49K | Sell |
220
-1,200
| -85% | -$267K | 0.01% | 872 |
|
|
2021
Q3 | $285K | Hold |
1,420
| – | – | 0.05% | 353 |
|
|
2021
Q2 | $285K | Hold |
1,420
| – | – | 0.05% | 347 |
|
|
2021
Q1 | $263K | Hold |
1,420
| – | – | 0.06% | 326 |
|
|
2020
Q4 | $250K | Buy |
+1,420
| New | +$250K | 0.06% | 299 |
|