Patriot Financial Group Insurance Agency, LLC Vanguard Small Cap Growth ETF Transaction History

Patriot Financial Group Insurance Agency, LLC

$720 Million
Q3 2024

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2022 Jul 29, 2022	SELL	$188.16 - $253.27 $2,069 - $2,785	-11 Reduced 17.46%	52 $10,000
Q1 2022 May 11, 2022	SELL	$224.28 - $282.83 $52,481 - $66,182	-234 Reduced 78.79%	63 $16,000
Q4 2021 Jan 10, 2022	SELL	$269.22 - $305.79 $4,307 - $4,892	-16 Reduced 5.11%	297 $84,000
Q3 2021 Nov 24, 2021	BUY	$273.65 - $297.37 $38,311 - $41,631	140 Added 80.92%	313 $88,000
Q2 2021 Jul 30, 2021	BUY	$260.67 - $292.07 $25,545 - $28,622	98 Added 130.67%	173 $50,000
Q1 2021 Apr 29, 2021	BUY	$262.76 - $302.04 $9,984 - $11,477	38 Added 102.7%	75 $21,000
Q4 2020 Jan 15, 2021	BUY	$216.78 - $272.28 $650 - $816	3 Added 8.82%	37 $10,000
Q3 2020 Oct 21, 2020	SELL	$197.81 - $223.21 $6,329 - $7,142	-32 Reduced 48.48%	34 $7,000
Q2 2020 Jul 10, 2020	BUY	$139.78 - $205.13 $2,655 - $3,897	19 Added 40.43%	66 $13,000
Q4 2019 Jan 22, 2020	SELL	$177.24 - $199.81 $16,306 - $18,382	-92 Reduced 66.19%	47 $9,000
Q3 2019 Oct 25, 2019	SELL	$181.04 - $188.72 $1,448 - $1,509	-8 Reduced 5.44%	139 $25,000
Q2 2019 Aug 07, 2019	BUY	N/A	96 Added 188.24%	147 $28,000
Q1 2019 Apr 29, 2019	BUY	N/A	36 Added 240.0%	51 $9,000
Q3 2018 Oct 30, 2018	BUY	N/A	15 New	15 $3,000

Others Institutions Holding VBK

# of Institutions

1,115

Shares Held

42.3M

Call Options Held

53.1K

Put Options Held

28.3K

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