Patriot Financial Group Insurance Agency, LLC Vanguard Bd Index Fd Inc Short Transaction History

Patriot Financial Group Insurance Agency, LLC

  • $795 Million
  • Q2 2025

A detailed history of Patriot Financial Group Insurance Agency, LLC transactions in Vanguard Bd Index Fd Inc Short stock. As of the latest transaction made, Patriot Financial Group Insurance Agency, LLC holds 3,519 shares of BSV stock, worth $276,311. This represents 0.03% of its overall portfolio holdings.

Number of Shares
3,519
Previous 5,305 33.67%
Holding current value
$276,311
Previous $415,000 33.49%
% of portfolio
0.03%
Previous 0.06%

Shares

29 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 21, 2025
SELL
$77.74 - $78.78 $138,843 - $140,701
-1,786 Reduced 33.67%
3,519 $276,000
Q1 2025

Apr 14, 2025
BUY
$76.94 - $78.28 $83,710 - $85,168
1,088 Added 25.8%
5,305 $415,000
Q4 2024

Jan 22, 2025
BUY
$77.02 - $78.58 $55,069 - $56,184
715 Added 20.42%
4,217 $325,000
Q3 2024

Oct 24, 2024
BUY
$76.38 - $78.87 $267,482 - $276,202
3,502 New
3,502 $275,000
Q4 2023

Jan 19, 2024
BUY
$74.64 - $77.03 $447 - $462
6 Added 0.21%
2,837 $218,000
Q3 2023

Oct 19, 2023
BUY
$74.97 - $75.93 $212,240 - $214,957
2,831 New
2,831 $212,000
Q1 2023

Apr 20, 2023
SELL
$74.67 - $76.76 $52,493 - $53,962
-703 Reduced 21.1%
2,628 $201,000
Q4 2022

Jan 17, 2023
SELL
$74.07 - $75.87 $34,072 - $34,900
-460 Reduced 12.13%
3,331 $0
Q3 2022

Oct 31, 2022
BUY
$74.52 - $77.47 $819 - $852
11 Added 0.29%
3,791 $284,000
Q2 2022

Jul 29, 2022
SELL
$75.68 - $77.74 $31,709 - $32,573
-419 Reduced 9.98%
3,780 $290,000
Q1 2022

May 11, 2022
SELL
$77.66 - $80.73 $590,448 - $613,790
-7,603 Reduced 64.42%
4,199 $327,000
Q4 2021

Jan 10, 2022
BUY
$80.78 - $81.98 $291,292 - $295,619
3,606 Added 44.0%
11,802 $954,000
Q3 2021

Nov 24, 2021
SELL
$81.9 - $82.4 $12,285 - $12,360
-150 Reduced 1.8%
8,196 $672,000
Q2 2021

Jul 30, 2021
BUY
$82.08 - $82.43 $115,158 - $115,649
1,403 Added 20.21%
8,346 $686,000
Q1 2021

Apr 29, 2021
BUY
$82.08 - $82.89 $57,373 - $57,940
699 Added 11.19%
6,943 $571,000
Q4 2020

Jan 15, 2021
BUY
$82.67 - $82.96 $239,825 - $240,666
2,901 Added 86.78%
6,244 $518,000
Q3 2020

Oct 21, 2020
SELL
$82.96 - $83.3 $89,182 - $89,547
-1,075 Reduced 24.33%
3,343 $278,000
Q2 2020

Jul 10, 2020
SELL
$81.78 - $83.12 $109,748 - $111,547
-1,342 Reduced 23.3%
4,418 $367,000
Q1 2020

Apr 15, 2020
BUY
$78.67 - $82.51 $156,002 - $163,617
1,983 Added 52.5%
5,760 $473,000
Q4 2019

Jan 22, 2020
BUY
$80.41 - $81.14 $88,692 - $89,497
1,103 Added 41.25%
3,777 $304,000
Q3 2019

Oct 25, 2019
BUY
$80.39 - $80.84 $23,473 - $23,605
292 Added 12.26%
2,674 $216,000
Q2 2019

Aug 07, 2019
BUY
N/A
999 Added 72.23%
2,382 $192,000
Q1 2019

Apr 29, 2019
BUY
N/A
1,251 Added 947.73%
1,383 $110,000
Q3 2018

Oct 30, 2018
SELL
N/A
-149 Reduced 53.02%
132 $10,000
Q2 2018

Aug 14, 2018
SELL
N/A
-70 Reduced 19.94%
281 $22,000
Q1 2018

May 14, 2018
SELL
N/A
-13 Reduced 3.57%
351 $28,000
Q4 2017

Feb 14, 2018
BUY
N/A
88 Added 31.88%
364 $29,000
Q3 2017

Oct 26, 2017
BUY
N/A
51 Added 22.67%
276 $22,000
Q2 2017

Aug 08, 2017
BUY
N/A
225
225 $18,000

Others Institutions Holding BSV

# of Institutions
1,374
Shares Held
399M
Call Options Held
0
Put Options Held
0
View Full List

About VANGUARD BD INDEX FD INC SHORT

BSV Quotes by TradingView
  • Ticker BSV
  • Sector ETFs
  • Industry ETFs
More about BSV
Track This Portfolio

Track Patriot Financial Group Insurance Agency, LLC Portfolio

Follow Patriot Financial Group Insurance Agency, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Patriot Financial Group Insurance Agency, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Patriot Financial Group Insurance Agency, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email