Patriot Financial Group Insurance Agency, LLC Vanguard Mid Cap ETF 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 Mid Cap ETF stock. As of the latest transaction made, Patriot Financial Group Insurance Agency, LLC holds 21,884 shares of VO stock, worth $6.39 Million. This represents 0.77% of its overall portfolio holdings.

Number of Shares
21,884
Previous 21,221 3.12%
Holding current value
$6.39 Million
Previous $5.46 Million 12.23%
% of portfolio
0.77%
Previous 0.8%

Shares

33 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 21, 2025
BUY
$228.54 - $279.83 $151,522 - $185,527
663 Added 3.12%
21,884 $6.12 Million
Q1 2025

Apr 14, 2025
BUY
$251.87 - $277.95 $724,629 - $799,662
2,877 Added 15.68%
21,221 $5.46 Million
Q4 2024

Jan 22, 2025
BUY
$261.5 - $284.63 $90,479 - $98,481
346 Added 1.92%
18,344 $4.85 Million
Q3 2024

Oct 24, 2024
BUY
$237.84 - $263.83 $80,627 - $89,438
339 Added 1.92%
17,998 $4.75 Million
Q2 2024

Jul 26, 2024
SELL
$234.99 - $248.98 $93,761 - $99,343
-399 Reduced 2.21%
17,659 $4.28 Million
Q1 2024

Apr 30, 2024
BUY
$225.86 - $249.86 $849,233 - $939,473
3,760 Added 26.3%
18,058 $4.51 Million
Q4 2023

Jan 19, 2024
BUY
$195.66 - $233.95 $83,155 - $99,428
425 Added 3.06%
14,298 $3.33 Million
Q3 2023

Oct 19, 2023
SELL
$206.6 - $228.23 $4.52 Million - $4.99 Million
-21,879 Reduced 61.2%
13,873 $2.89 Million
Q2 2023

Jul 17, 2023
BUY
$203.43 - $220.16 $143,011 - $154,772
703 Added 2.01%
35,752 $7.87 Million
Q1 2023

Apr 20, 2023
BUY
$200.2 - $225.98 $237,036 - $267,560
1,184 Added 3.5%
35,049 $7.39 Million
Q4 2022

Jan 17, 2023
BUY
$186.57 - $217.26 $638,069 - $743,029
3,420 Added 11.23%
33,865 $0
Q3 2022

Oct 31, 2022
BUY
$187.98 - $227.42 $523,336 - $633,137
2,784 Added 10.06%
30,445 $5.72 Million
Q2 2022

Jul 29, 2022
BUY
$190.36 - $240.41 $689,293 - $870,524
3,621 Added 15.06%
27,661 $5.45 Million
Q1 2022

May 11, 2022
BUY
$219.86 - $253.39 $432,684 - $498,671
1,968 Added 8.92%
24,040 $5.72 Million
Q4 2021

Jan 10, 2022
BUY
$236.98 - $261.2 $659,989 - $727,442
2,785 Added 14.44%
22,072 $5.62 Million
Q3 2021

Nov 24, 2021
BUY
$229.88 - $249.8 $2.23 Million - $2.42 Million
9,705 Added 101.28%
19,287 $4.57 Million
Q2 2021

Jul 30, 2021
BUY
$223.23 - $238.25 $530,171 - $565,843
2,375 Added 32.95%
9,582 $2.27 Million
Q1 2021

Apr 29, 2021
BUY
$203.74 - $225.89 $293,996 - $325,959
1,443 Added 25.03%
7,207 $1.6 Million
Q4 2020

Jan 15, 2021
BUY
$176.14 - $208.21 $165,747 - $195,925
941 Added 19.51%
5,764 $1.19 Million
Q3 2020

Oct 21, 2020
BUY
$164.39 - $185.0 $62,468 - $70,300
380 Added 8.55%
4,823 $850,000
Q2 2020

Jul 10, 2020
BUY
$124.34 - $175.42 $158,160 - $223,134
1,272 Added 40.11%
4,443 $728,000
Q1 2020

Apr 15, 2020
BUY
$112.37 - $186.27 $75,962 - $125,918
676 Added 27.09%
3,171 $417,000
Q4 2019

Jan 22, 2020
BUY
$162.13 - $178.73 $263,947 - $290,972
1,628 Added 187.77%
2,495 $445,000
Q3 2019

Oct 25, 2019
BUY
$166.82 - $169.81 $10,009 - $10,188
60 Added 7.43%
867 $145,000
Q2 2019

Aug 07, 2019
BUY
N/A
482 Added 148.31%
807 $135,000
Q1 2019

Apr 29, 2019
BUY
N/A
37 Added 12.85%
325 $52,000
Q4 2018

Feb 04, 2019
SELL
N/A
-68 Reduced 19.1%
288 $40,000
Q3 2018

Oct 30, 2018
BUY
N/A
127 Added 55.46%
356 $58,000
Q2 2018

Aug 14, 2018
SELL
N/A
-3,563 Reduced 93.96%
229 $36,000
Q1 2018

May 14, 2018
BUY
N/A
38 Added 1.01%
3,792 $571,000
Q4 2017

Feb 14, 2018
BUY
N/A
123 Added 3.39%
3,754 $602,000
Q3 2017

Oct 26, 2017
BUY
N/A
668 Added 22.54%
3,631 $538,000
Q2 2017

Aug 08, 2017
BUY
N/A
2,963
2,963 $423,000

Others Institutions Holding VO

# of Institutions
2,426
Shares Held
211M
Call Options Held
71.5K
Put Options Held
24.9K
View Full List

About VANGUARD MID-CAP ETF

VO Quotes by TradingView
  • Ticker VO
  • Sector ETFs
  • Industry ETFs
More about VO
Track This Portfolio

Track Patriot Financial Group Insurance Agency, LLC Portfolio

Follow Patriot Financial Group Insurance Agency, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Patriot Financial Group Insurance Agency, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Patriot Financial Group Insurance Agency, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email