Patriot Financial Group Insurance Agency’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.08M | Sell |
21,925
-3,023
| -12% | -$150K | 0.12% | 194 |
|
|
2025
Q1 | $1.13M | Sell |
24,948
-1,630
| -6% | -$73.8K | 0.15% | 167 |
|
|
2024
Q4 | $1.17M | Sell |
26,578
-2,587
| -9% | -$114K | 0.16% | 153 |
|
|
2024
Q3 | $1.4M | Sell |
29,165
-12
| -0% | -$574 | 0.19% | 128 |
|
|
2024
Q2 | $1.28M | Buy |
29,177
+4,570
| +19% | +$200K | 0.19% | 124 |
|
|
2024
Q1 | $1.03M | Buy |
24,607
+622
| +3% | +$26K | 0.16% | 144 |
|
|
2023
Q4 | $986K | Sell |
23,985
-3,187
| -12% | -$131K | 0.19% | 133 |
|
|
2023
Q3 | $1.07M | Sell |
27,172
-39,326
| -59% | -$1.54M | 0.22% | 119 |
|
|
2023
Q2 | $2.71M | Sell |
66,498
-2,841
| -4% | -$116K | 0.51% | 39 |
|
|
2023
Q1 | $2.8M | Buy |
69,339
+6,938
| +11% | +$280K | 0.57% | 31 |
|
|
2022
Q4 | $2.43M | Buy |
62,401
+6,874
| +12% | +$268K | 0.33% | 35 |
|
|
2022
Q3 | $2.03M | Buy |
55,527
+4,825
| +10% | +$176K | 0.49% | 42 |
|
|
2022
Q2 | $2.11M | Buy |
50,702
+5,503
| +12% | +$229K | 0.43% | 43 |
|
|
2022
Q1 | $2.09M | Buy |
45,199
+6,505
| +17% | +$300K | 0.37% | 51 |
|
|
2021
Q4 | $1.91M | Buy |
38,694
+5,108
| +15% | +$253K | 0.32% | 61 |
|
|
2021
Q3 | $1.68M | Buy |
33,586
+15,242
| +83% | +$762K | 0.3% | 66 |
|
|
2021
Q2 | $996K | Sell |
18,344
-4,837
| -21% | -$263K | 0.18% | 127 |
|
|
2021
Q1 | $1.21M | Buy |
23,181
+441
| +2% | +$23K | 0.28% | 81 |
|
|
2020
Q4 | $1.14M | Buy |
22,740
+829
| +4% | +$41.6K | 0.29% | 77 |
|
|
2020
Q3 | $947K | Sell |
21,911
-3,145
| -13% | -$136K | 0.31% | 67 |
|
|
2020
Q2 | $992K | Hold |
25,056
| – | – | 0.38% | 54 |
|
|
2020
Q1 | $841K | Buy |
25,056
+2,558
| +11% | +$85.9K | 0.38% | 52 |
|
|
2019
Q4 | $1M | Buy |
22,498
+1,913
| +9% | +$85K | 0.38% | 49 |
|
|
2019
Q3 | $829K | Buy |
20,585
+487
| +2% | +$19.6K | 0.37% | 52 |
|
|
2019
Q2 | $867K | Buy |
20,098
+13,110
| +188% | +$566K | 0.37% | 47 |
|
|
2019
Q1 | $297K | Buy |
6,988
+1,125
| +19% | +$47.8K | 0.15% | 124 |
|
|
2018
Q4 | $223K | Sell |
5,863
-545
| -9% | -$20.7K | 0.15% | 117 |
|
|
2018
Q3 | $263K | Buy |
6,408
+1,543
| +32% | +$63.3K | 0.16% | 93 |
|
|
2018
Q2 | $205K | Sell |
4,865
-3,375
| -41% | -$142K | 0.22% | 73 |
|
|
2018
Q1 | $381K | Buy |
8,240
+115
| +1% | +$5.32K | 0.28% | 76 |
|
|
2017
Q4 | $386K | Buy |
8,125
+992
| +14% | +$47.1K | 0.29% | 76 |
|
|
2017
Q3 | $315K | Buy |
7,133
+320
| +5% | +$14.1K | 0.28% | 72 |
|
|
2017
Q2 | $279K | Buy |
6,813
+653
| +11% | +$26.7K | 0.29% | 66 |
|
|
2017
Q1 | $247K | Buy |
6,160
+204
| +3% | +$8.18K | 0.26% | 67 |
|
|
2016
Q4 | $221K | Buy |
+5,956
| New | +$221K | 0.3% | 65 |
|