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

Patriot Financial Group Insurance Agency, LLC

$795 Million
Q2 2025

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 18,078 shares of VIG stock, worth $3.29 Million. This represents 0.41% of its overall portfolio holdings.

Number of Shares

18,078

Previous 18,306 1.25%

Holding current value

$3.29 Million

Previous $3.33 Million 1.26%

% of portfolio

0.41%

Previous 0.49%

33 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 21, 2025	SELL	N/A	-228 Reduced 1.25%	18,078 $3.29 Million
Q1 2025 Apr 14, 2025	SELL	N/A	-703 Reduced 3.7%	18,306 $3.33 Million
Q4 2024 Jan 22, 2025	BUY	N/A	490 Added 2.65%	19,009 $3.46 Million
Q3 2024 Oct 24, 2024	SELL	$182.15 - $182.15 $95,446 - $95,446	-524 Reduced 2.75%	18,519 $3.37 Million
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

2,584

Shares Held

257M

Call Options Held

478K

Put Options Held

113K

View Full List

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