Patriot Financial Group Insurance Agency, LLC Vanguard Dividend Appreciation Transaction History

Patriot Financial Group Insurance Agency, LLC

  • $667 Million
  • Q2 2024

A detailed history of Patriot Financial Group Insurance Agency, LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Patriot Financial Group Insurance Agency, LLC holds 19,043 shares of VIG stock, worth $3.47 Million. This represents 0.52% of its overall portfolio holdings.

Number of Shares
19,043
Previous 19,908 4.34%
Holding current value
$3.47 Million
Previous $3.64 Million 4.37%
% of portfolio
0.52%
Previous 0.59%

Shares

29 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 26, 2024
SELL
$173.33 - $185.29 $149,930 - $160,275
-865 Reduced 4.34%
19,043 $3.48 Million
Q1 2024

Apr 30, 2024
BUY
$168.47 - $182.98 $152,802 - $165,962
907 Added 4.77%
19,908 $3.64 Million
Q4 2023

Jan 19, 2024
BUY
$150.16 - $171.16 $52,706 - $60,077
351 Added 1.88%
19,001 $3.24 Million
Q3 2023

Oct 19, 2023
BUY
$155.38 - $166.95 $78,466 - $84,309
505 Added 2.78%
18,650 $2.9 Million
Q2 2023

Jul 17, 2023
SELL
$152.74 - $162.43 $10,691 - $11,370
-70 Reduced 0.38%
18,145 $2.95 Million
Q1 2023

Apr 20, 2023
SELL
$147.24 - $158.33 $99,681 - $107,189
-677 Reduced 3.58%
18,215 $2.81 Million
Q4 2022

Jan 17, 2023
SELL
$144.84 - $158.71 $250,862 - $274,885
-1,732 Reduced 8.4%
18,892 $0
Q3 2022

Oct 31, 2022
SELL
N/A
-334 Reduced 1.59%
20,624 $2.79 Million
Q2 2022

Jul 29, 2022
SELL
N/A
-87 Reduced 0.41%
20,958 $3.01 Million
Q1 2022

May 11, 2022
BUY
N/A
276 Added 1.33%
21,045 $3.41 Million
Q4 2021

Jan 10, 2022
SELL
N/A
-205 Reduced 0.98%
20,769 $3.57 Million
Q3 2021

Nov 24, 2021
SELL
N/A
-40,671 Reduced 65.98%
20,974 $3.22 Million
Q2 2021

Jul 30, 2021
SELL
N/A
-17,740 Reduced 22.35%
61,645 $9.54 Million
Q1 2021

Apr 29, 2021
BUY
N/A
675 Added 0.86%
79,385 $11.7 Million
Q4 2020

Jan 15, 2021
BUY
N/A
1,130 Added 1.46%
78,710 $11.1 Million
Q3 2020

Oct 21, 2020
SELL
N/A
-82 Reduced 0.11%
77,580 $9.98 Million
Q2 2020

Jul 10, 2020
SELL
N/A
-2,605 Reduced 3.25%
77,662 $9.1 Million
Q1 2020

Apr 15, 2020
BUY
N/A
2,620 Added 3.37%
80,267 $8.3 Million
Q4 2019

Jan 22, 2020
SELL
N/A
-936 Reduced 1.19%
77,647 $9.68 Million
Q3 2019

Oct 25, 2019
BUY
N/A
33,888 Added 75.82%
78,583 $9.4 Million
Q2 2019

Aug 07, 2019
SELL
N/A
-4,695 Reduced 9.51%
44,695 $5.2 Million
Q1 2019

Apr 29, 2019
BUY
N/A
8,223 Added 19.97%
49,390 $5.42 Million
Q4 2018

Feb 04, 2019
BUY
N/A
11,715 Added 39.78%
41,167 $4.03 Million
Q3 2018

Oct 30, 2018
SELL
N/A
-1,711 Reduced 5.49%
29,452 $3.26 Million
Q2 2018

Aug 14, 2018
BUY
N/A
629 Added 2.06%
31,163 $3.17 Million
Q1 2018

May 14, 2018
BUY
N/A
1,707 Added 5.92%
30,534 $3.02 Million
Q4 2017

Feb 14, 2018
SELL
N/A
-712 Reduced 2.41%
28,827 $3 Million
Q3 2017

Oct 26, 2017
BUY
N/A
2,514 Added 9.3%
29,539 $2.81 Million
Q2 2017

Aug 08, 2017
BUY
N/A
27,025
27,025 $2.5 Million

Others Institutions Holding VIG

# of Institutions
2,192
Shares Held
202M
Call Options Held
464K
Put Options Held
68.2K
View Full List

About VANGUARD DIVIDEND APPRECIATION

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