Patriot Financial Group Insurance Agency’s Vanguard Emerging Markets Government Bond ETF VWOB Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | – | Sell |
-3,167
| Closed | -$203K | – | 551 |
|
2025
Q1 | $203K | Sell |
3,167
-906
| -22% | -$58.2K | 0.03% | 454 |
|
2024
Q4 | $257K | Buy |
4,073
+90
| +2% | +$5.68K | 0.03% | 400 |
|
2024
Q3 | $264K | Buy |
3,983
+49
| +1% | +$3.25K | 0.04% | 415 |
|
2024
Q2 | $247K | Buy |
3,934
+142
| +4% | +$8.93K | 0.04% | 410 |
|
2024
Q1 | $242K | Sell |
3,792
-186
| -5% | -$11.9K | 0.04% | 412 |
|
2023
Q4 | $254K | Buy |
+3,978
| New | +$254K | 0.05% | 374 |
|
2022
Q3 | – | Sell |
-1,159
| Closed | -$71K | – | 1922 |
|
2022
Q2 | $71K | Sell |
1,159
-212
| -15% | -$13K | 0.01% | 632 |
|
2022
Q1 | $96K | Buy |
1,371
+949
| +225% | +$66.5K | 0.02% | 601 |
|
2021
Q4 | $33K | Buy |
422
+108
| +34% | +$8.45K | 0.01% | 1027 |
|
2021
Q3 | $25K | Hold |
314
| – | – | ﹤0.01% | 1122 |
|
2021
Q2 | $25K | Sell |
314
-23
| -7% | -$1.83K | ﹤0.01% | 1099 |
|
2021
Q1 | $26K | Buy |
337
+26
| +8% | +$2.01K | 0.01% | 999 |
|
2020
Q4 | $26K | Buy |
311
+1
| +0.3% | +$84 | 0.01% | 897 |
|
2020
Q3 | $24K | Sell |
310
-216
| -41% | -$16.7K | 0.01% | 750 |
|
2020
Q2 | $41K | Buy |
526
+504
| +2,291% | +$39.3K | 0.02% | 568 |
|
2020
Q1 | $2K | Buy |
+22
| New | +$2K | ﹤0.01% | 1348 |
|