Patriot Investment Management Group’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
2025
Q2
$10.7M Sell
37,421
-591
-2% -$169K 0.74% 22
2025
Q1
$9.77M Sell
38,012
-2,141
-5% -$550K 0.73% 23
2024
Q4
$10.8M Sell
40,153
-174
-0.4% -$46.9K 0.81% 21
2024
Q3
$10.6M Sell
40,327
-286
-0.7% -$75.3K 0.78% 22
2024
Q2
$10.1M Sell
40,613
-250
-0.6% -$62.4K 0.79% 21
2024
Q1
$9.8M Sell
40,863
-390
-0.9% -$93.5K 0.78% 21
2023
Q4
$9M Sell
41,253
-2,124
-5% -$463K 0.77% 25
2023
Q3
$8.49M Buy
43,377
+349
+0.8% +$68.3K 0.78% 26
2023
Q2
$8.72M Sell
43,028
-214
-0.5% -$43.4K 0.74% 29
2023
Q1
$8.08M Sell
43,242
-1,086
-2% -$203K 0.71% 31
2022
Q4
$8.21M Buy
44,328
+18,917
+74% +$3.5M 0.71% 31
2022
Q3
$4.16M Sell
25,411
-16
-0.1% -$2.62K 0.43% 39
2022
Q2
$4.38M Buy
25,427
+61
+0.2% +$10.5K 0.43% 39
2022
Q1
$5.29M Buy
25,366
+46
+0.2% +$9.59K 0.46% 37
2021
Q4
$5.6M Sell
25,320
-844
-3% -$187K 0.47% 35
2021
Q3
$5.26M Buy
26,164
+47
+0.2% +$9.44K 0.47% 34
2021
Q2
$5.24M Buy
26,117
+46
+0.2% +$9.24K 0.49% 35
2021
Q1
$4.83M Buy
26,071
+976
+4% +$181K 0.48% 36
2020
Q4
$4.41M Sell
25,095
-187
-0.7% -$32.9K 0.67% 24
2020
Q3
$3.96M Buy
25,282
+59
+0.2% +$9.23K 0.47% 37
2020
Q2
$3.61M Sell
25,223
-1,223
-5% -$175K 0.46% 40
2020
Q1
$3.13M Hold
26,446
0.48% 40
2019
Q4
$3.91M Buy
26,446
+70
+0.3% +$10.3K 0.51% 40
2019
Q3
$3.6M Buy
26,376
+215
+0.8% +$29.3K 0.5% 39
2019
Q2
$3.52M Sell
26,161
-54
-0.2% -$7.27K 0.49% 40
2019
Q1
$3.4M Buy
+26,215
New +$3.4M 0.5% 40