PG
Patten Group’s Vanguard Intermediate-Term Corporate Bond ETF VCIT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.36M | Buy |
16,444
+595
| +4% | +$49.3K | 0.29% | 103 |
|
|
2025
Q1 | $1.3M | Buy |
15,849
+5,566
| +54% | +$455K | 0.3% | 101 |
|
|
2024
Q4 | $825K | Buy |
10,283
+64
| +0.6% | +$5.14K | 0.18% | 142 |
|
|
2024
Q3 | $856K | Sell |
10,219
-2,213
| -18% | -$185K | 0.19% | 141 |
|
|
2024
Q2 | $994K | Sell |
12,432
-70
| -0.6% | -$5.6K | 0.23% | 113 |
|
|
2024
Q1 | $1.01M | Buy |
12,502
+2,154
| +21% | +$173K | 0.25% | 111 |
|
|
2023
Q4 | $841K | Buy |
10,348
+2,586
| +33% | +$210K | 0.23% | 122 |
|
|
2023
Q3 | $590K | Buy |
7,762
+1,198
| +18% | +$91K | 0.18% | 144 |
|
|
2023
Q2 | $519K | Buy |
6,564
+2,119
| +48% | +$167K | 0.08% | 155 |
|
|
2023
Q1 | $357K | Buy |
4,445
+27
| +0.6% | +$2.17K | 0.11% | 184 |
|
|
2022
Q4 | $342K | Sell |
4,418
-945
| -18% | -$73.2K | 0.11% | 187 |
|
|
2022
Q3 | $405K | Sell |
5,363
-285
| -5% | -$21.5K | 0.14% | 168 |
|
|
2022
Q2 | $453K | Buy |
5,648
+194
| +4% | +$15.6K | 0.15% | 157 |
|
|
2022
Q1 | $469K | Sell |
5,454
-520
| -9% | -$44.7K | 0.13% | 166 |
|
|
2021
Q4 | $554K | Sell |
5,974
-1,275
| -18% | -$118K | 0.15% | 156 |
|
|
2021
Q3 | $684K | Sell |
7,249
-255
| -3% | -$24.1K | 0.2% | 127 |
|
|
2021
Q2 | $713K | Sell |
7,504
-111
| -1% | -$10.5K | 0.21% | 123 |
|
|
2021
Q1 | $708K | Sell |
7,615
-505
| -6% | -$47K | 0.23% | 120 |
|
|
2020
Q4 | $789K | Buy |
8,120
+2,255
| +38% | +$219K | 0.21% | 105 |
|
|
2020
Q3 | $562K | Buy |
5,865
+1,690
| +40% | +$162K | 0.22% | 116 |
|
|
2020
Q2 | $397K | Buy |
+4,175
| New | +$397K | 0.17% | 135 |
|
|
2018
Q3 | – | Sell |
-249
| Closed | -$21K | – | 709 |
|
|
2018
Q2 | $21K | Sell |
249
-150
| -38% | -$12.7K | 0.01% | 404 |
|
|
2018
Q1 | $34K | Hold |
399
| – | – | 0.01% | 358 |
|
|
2017
Q4 | $35K | Hold |
399
| – | – | 0.01% | 374 |
|
|
2017
Q3 | $35K | Hold |
399
| – | – | 0.01% | 364 |
|
|
2017
Q2 | $35K | Buy |
399
+55
| +16% | +$4.83K | 0.01% | 367 |
|
|
2017
Q1 | $30K | Buy |
344
+194
| +129% | +$16.9K | 0.01% | 361 |
|
|
2016
Q4 | $13K | Hold |
150
| – | – | 0.01% | 438 |
|
|
2016
Q3 | $13.4K | Hold |
150
| – | – | 0.01% | 456 |
|
|
2016
Q2 | $13.4K | Hold |
150
| – | – | 0.01% | 444 |
|
|
2016
Q1 | $13K | Hold |
150
| – | – | 0.01% | 450 |
|
|
2015
Q4 | $12.6K | Buy |
+150
| New | +$12.6K | 0.01% | 468 |
|