Patriot Financial Group Insurance Agency, LLC Vanguard Intermediate Term Tre Transaction History

Patriot Financial Group Insurance Agency, LLC

$706 Million
Q3 2025

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 4,434 shares of VGIT stock, worth $266,040. This represents 0.04% of its overall portfolio holdings.

Number of Shares

4,434

Previous 5,724 22.54%

Holding current value

$266,040

Previous $342,000 22.22%

% of portfolio

0.04%

Previous 0.04%

32 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 08, 2025	SELL	$58.97 - $60.36 $76,071 - $77,864	-1,290 Reduced 22.54%	4,434 $266,000
Q2 2025 Jul 21, 2025	BUY	$58.63 - $59.9 $37,288 - $38,096	636 Added 12.5%	5,724 $342,000
Q1 2025 Apr 14, 2025	BUY	$57.44 - $59.4 $20,850 - $21,562	363 Added 7.68%	5,088 $301,000
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

915

Shares Held

428M

Call Options Held

Put Options Held

5.4K

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Patriot Financial Group Insurance Agency, LLC Vanguard Intermediate Term Tre Transaction History