Patriot Financial Group Insurance Agency, LLC Vanguard Mid Cap ETF Transaction History

Patriot Financial Group Insurance Agency, LLC

$704 Million
Q4 2024

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 18,344 shares of VO stock, worth $5.07 Million. This represents 0.69% of its overall portfolio holdings.

Number of Shares

18,344

Previous 17,998 1.92%

Holding current value

$5.07 Million

Previous $4.75 Million 2.04%

% of portfolio

0.69%

Previous 0.66%

31 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

2,197

Shares Held

184M

Call Options Held

52.1K

Put Options Held

9.6K

View Full List

About VANGUARD MID-CAP ETF

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Patriot Financial Group Insurance Agency, LLC Vanguard Mid Cap ETF Transaction History