Patriot Financial Group Insurance Agency, LLC Vanguard Intermediate Term Tre 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 Intermediate Term Tre stock. As of the latest transaction made, Patriot Financial Group Insurance Agency, LLC holds 4,725 shares of VGIT stock, worth $276,129. This represents 0.04% of its overall portfolio holdings.

Number of Shares
4,725
Previous 4,660 1.39%
Holding current value
$276,129
Previous $281,000 2.49%
% of portfolio
0.04%
Previous 0.04%

Shares

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

Jan 22, 2025
BUY
$57.78 - $60.4 $3,755 - $3,926
65 Added 1.39%
4,725 $274,000
Q3 2024

Oct 24, 2024
SELL
$57.8 - $60.8 $37,801 - $39,763
-654 Reduced 12.31%
4,660 $281,000
Q2 2024

Jul 26, 2024
SELL
$57.14 - $58.53 $10,113 - $10,359
-177 Reduced 3.22%
5,314 $309,000
Q1 2024

Apr 30, 2024
SELL
$58.07 - $59.52 $81,065 - $83,089
-1,396 Reduced 20.27%
5,491 $321,000
Q4 2023

Jan 19, 2024
SELL
$56.15 - $59.51 $24,593 - $26,065
-438 Reduced 5.98%
6,887 $408,000
Q3 2023

Oct 19, 2023
BUY
$56.93 - $59.05 $101,563 - $105,345
1,784 Added 32.2%
7,325 $418,000
Q2 2023

Jul 17, 2023
SELL
$58.61 - $60.65 $218,263 - $225,860
-3,724 Reduced 40.19%
5,541 $325,000
Q1 2023

Apr 20, 2023
SELL
$57.72 - $60.39 $56,103 - $58,699
-972 Reduced 9.49%
9,265 $555,000
Q4 2022

Jan 17, 2023
BUY
$57.14 - $59.67 $224,903 - $234,861
3,936 Added 62.47%
10,237 $0
Q3 2022

Oct 31, 2022
SELL
$57.73 - $62.32 $15,125 - $16,327
-262 Reduced 3.99%
6,301 $367,000
Q2 2022

Jul 29, 2022
SELL
$59.34 - $62.5 $296,818 - $312,625
-5,002 Reduced 43.25%
6,563 $401,000
Q1 2022

May 11, 2022
BUY
$62.43 - $66.15 $82,095 - $86,987
1,315 Added 12.83%
11,565 $728,000
Q4 2021

Jan 10, 2022
BUY
$66.4 - $67.68 $112,083 - $114,243
1,688 Added 19.72%
10,250 $681,000
Q3 2021

Nov 24, 2021
BUY
$67.44 - $68.68 $70,137 - $71,427
1,040 Added 13.83%
8,562 $578,000
Q2 2021

Jul 30, 2021
BUY
$67.21 - $68.13 $86,297 - $87,478
1,284 Added 20.58%
7,522 $510,000
Q1 2021

Apr 29, 2021
BUY
$67.23 - $69.45 $125,921 - $130,079
1,873 Added 42.91%
6,238 $419,000
Q4 2020

Jan 15, 2021
BUY
$69.32 - $70.41 $30,916 - $31,402
446 Added 11.38%
4,365 $303,000
Q3 2020

Oct 21, 2020
BUY
$70.34 - $70.85 $48,956 - $49,311
696 Added 21.59%
3,919 $276,000
Q2 2020

Jul 10, 2020
BUY
$69.86 - $70.63 $100,179 - $101,283
1,434 Added 80.16%
3,223 $227,000
Q1 2020

Apr 15, 2020
BUY
$66.04 - $70.55 $46,558 - $49,737
705 Added 65.04%
1,789 $126,000
Q4 2019

Jan 22, 2020
BUY
$65.75 - $67.26 $26,497 - $27,105
403 Added 59.18%
1,084 $71,000
Q3 2019

Oct 25, 2019
BUY
$65.91 - $66.78 $11,006 - $11,152
167 Added 32.49%
681 $45,000
Q2 2019

Aug 07, 2019
BUY
N/A
461 Added 869.81%
514 $34,000
Q3 2018

Oct 30, 2018
SELL
N/A
-75 Reduced 58.59%
53 $3,000
Q2 2018

Aug 14, 2018
SELL
N/A
-761 Reduced 85.6%
128 $8,000
Q1 2018

May 14, 2018
BUY
N/A
233 Added 35.52%
889 $56,000
Q4 2017

Feb 14, 2018
BUY
N/A
373 Added 131.8%
656 $43,000
Q3 2017

Oct 26, 2017
BUY
N/A
98 Added 52.97%
283 $18,000
Q2 2017

Aug 08, 2017
BUY
N/A
185
185 $12,000

Others Institutions Holding VGIT

# of Institutions
800
Shares Held
389M
Call Options Held
26.7K
Put Options Held
12K
View Full List

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