Patriot Financial Group Insurance Agency, LLC Vanguard Financial ETF Transaction History

Patriot Financial Group Insurance Agency, LLC

$720 Million
Q3 2024

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Jan 19, 2024	SELL	$75.97 - $92.67 $26,513 - $32,341	-349 Reduced 11.18%	2,774 $255,000
Q3 2023 Oct 19, 2023	BUY	$80.32 - $86.71 $38,312 - $41,360	477 Added 18.03%	3,123 $250,000
Q2 2023 Jul 17, 2023	SELL	$74.65 - $81.49 $92,789 - $101,292	-1,243 Reduced 31.96%	2,646 $214,000
Q1 2023 Apr 20, 2023	SELL	$74.95 - $90.64 $27,056 - $32,721	-361 Reduced 8.49%	3,889 $302,000
Q4 2022 Jan 17, 2023	SELL	$74.7 - $88.6 $20,691 - $24,542	-277 Reduced 6.12%	4,250 $0
Q3 2022 Oct 31, 2022	BUY	$74.44 - $88.21 $5,136 - $6,086	69 Added 1.55%	4,527 $337,000
Q2 2022 Jul 29, 2022	BUY	$75.42 - $93.29 $3,243 - $4,011	43 Added 0.97%	4,458 $344,000
Q1 2022 May 11, 2022	BUY	$87.26 - $101.75 $35,514 - $41,412	407 Added 10.15%	4,415 $412,000
Q4 2021 Jan 10, 2022	SELL	$92.72 - $100.95 $33,935 - $36,947	-366 Reduced 8.37%	4,008 $387,000
Q3 2021 Nov 24, 2021	SELL	$86.32 - $96.09 $5,524 - $6,149	-64 Reduced 1.44%	4,374 $405,000
Q2 2021 Jul 30, 2021	BUY	$85.53 - $94.49 $36,777 - $40,630	430 Added 10.73%	4,438 $401,000
Q1 2021 Apr 29, 2021	BUY	$71.74 - $86.71 $61,768 - $74,657	861 Added 27.36%	4,008 $339,000
Q4 2020 Jan 15, 2021	BUY	$58.32 - $72.85 $29,743 - $37,153	510 Added 19.34%	3,147 $229,000
Q3 2020 Oct 21, 2020	BUY	$55.49 - $62.22 $71,915 - $80,637	1,296 Added 96.64%	2,637 $154,000
Q2 2020 Jul 10, 2020	BUY	$47.38 - $65.88 $63,536 - $88,345	1,341 New	1,341 $77,000

Others Institutions Holding VFH

# of Institutions

685

Shares Held

52.2M

Call Options Held

45K

Put Options Held

10.5K

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