Patriot Financial Group Insurance Agency, LLC Vanguard Whitehall Fds Intl Di Transaction History

Patriot Financial Group Insurance Agency, LLC

$720 Million
Q3 2024

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2022 May 11, 2022	BUY	$74.04 - $85.49 $16,881 - $19,491	228 Added 85.39%	495 $39,000
Q4 2021 Jan 10, 2022	BUY	$82.88 - $91.64 $3,480 - $3,848	42 Added 18.67%	267 $23,000
Q1 2020 Apr 15, 2020	BUY	$50.97 - $74.07 $11,468 - $16,665	225 New	225 $13,000

Others Institutions Holding VIGI

# of Institutions

485

Shares Held

45.4M

Call Options Held

1.8K

Put Options Held

75.6K

Morgan Stanley New York, NY

6.27M
Shares

$518 Million
0.04% of portfolio
Bank Of America Corp Charlotte, NC

3.27M
Shares

$270 Million
0.02% of portfolio
Ep Wealth Advisors, LLC Torrance, CA

3.1M
Shares

$256 Million
2.43% of portfolio
Cliftonlarsonallen Wealth Advisors, LLC

1.76M
Shares

$146 Million
3.6% of portfolio
Citigroup Inc

1.65M
Shares

$136 Million
0.09% of portfolio

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About VANGUARD WHITEHALL FDS INTL DI

Ticker VIGI
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