Patriot Financial Group Insurance Agency, LLC Vanguard Consumer Discretionar Transaction History

Patriot Financial Group Insurance Agency, LLC

$720 Million
Q3 2024

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2019 Oct 25, 2019	SELL	$178.43 - $185.33 $18,199 - $18,903	-102 Closed	0 $0
Q1 2019 Apr 29, 2019	BUY	N/A	16 Added 18.6%	102 $18,000
Q4 2018 Feb 04, 2019	BUY	N/A	4 Added 4.88%	86 $13,000
Q3 2018 Oct 30, 2018	BUY	N/A	82 New	82 $15,000

Others Institutions Holding VCR

# of Institutions

512

Shares Held

14.4M

Call Options Held

9.5K

Put Options Held

6.3K

International Assets Investment Management, LLC Orlando, FL

6.64M
Shares

$2.39 Billion
0.06% of portfolio
Bank Of America Corp Charlotte, NC

1.39M
Shares

$498 Million
0.04% of portfolio
Jpmorgan Chase & CO New York, NY

498K
Shares

$179 Million
0.01% of portfolio
Beacon Capital Management, Inc.

479K
Shares

$172 Million
7.02% of portfolio
Ubs Group Ag

388K
Shares

$140 Million
0.03% of portfolio

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