Patriot Financial Group Insurance Agency, LLC Vanguard Mega Cap Value Transaction History

Patriot Financial Group Insurance Agency, LLC

  • $704 Million
  • Q4 2024

A detailed history of Patriot Financial Group Insurance Agency, LLC transactions in Vanguard Mega Cap Value stock. As of the latest transaction made, Patriot Financial Group Insurance Agency, LLC holds 8,598 shares of MGV stock, worth $1.12 Million. This represents 0.15% of its overall portfolio holdings.

Number of Shares
8,598
Previous 9,800 12.27%
Holding current value
$1.12 Million
Previous $1.26 Million 14.64%
% of portfolio
0.15%
Previous 0.17%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 22, 2025
SELL
$124.06 - $133.48 $149,120 - $160,442
-1,202 Reduced 12.27%
8,598 $1.07 Million
Q3 2024

Oct 24, 2024
SELL
$118.0 - $128.28 $5,900 - $6,414
-50 Reduced 0.51%
9,800 $1.26 Million
Q2 2024

Jul 26, 2024
BUY
$113.61 - $120.34 $6,134 - $6,498
54 Added 0.55%
9,850 $1.17 Million
Q1 2024

Apr 30, 2024
SELL
$108.33 - $119.51 $67,489 - $74,454
-623 Reduced 5.98%
9,796 $1.17 Million
Q4 2023

Jan 19, 2024
SELL
$97.07 - $109.74 $77,656 - $87,792
-800 Reduced 7.13%
10,419 $1.14 Million
Q3 2023

Oct 19, 2023
SELL
$101.4 - $107.46 $40,965 - $43,413
-404 Reduced 3.48%
11,219 $1.14 Million
Q2 2023

Jul 17, 2023
BUY
$98.78 - $104.28 $13,335 - $14,077
135 Added 1.18%
11,623 $1.21 Million
Q1 2023

Apr 20, 2023
BUY
$97.0 - $105.37 $52,089 - $56,583
537 Added 4.9%
11,488 $1.16 Million
Q4 2022

Jan 17, 2023
BUY
$90.82 - $106.81 $43,775 - $51,482
482 Added 4.6%
10,951 $0
Q3 2022

Oct 31, 2022
BUY
$89.91 - $103.89 $678,191 - $783,642
7,543 Added 257.79%
10,469 $941,000
Q2 2022

Jul 29, 2022
BUY
$93.26 - $109.21 $272,878 - $319,548
2,926 New
2,926 $281,000

Others Institutions Holding MGV

# of Institutions
456
Shares Held
47.9M
Call Options Held
10.6K
Put Options Held
300
View Full List

About VANGUARD MEGA CAP VALUE

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