Patriot Financial Group Insurance Agency, LLC Vanguard S&P 500 Value ETF Transaction History

Patriot Financial Group Insurance Agency, LLC

$667 Million
Q2 2024

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Jul 29, 2022	BUY	$129.51 - $153.39 $9,065 - $10,737	70 Added 280.0%	95 $13,000
Q2 2021 Jul 30, 2021	BUY	$137.53 - $146.32 $3,438 - $3,658	25 New	25 $4,000

Others Institutions Holding VOOV

# of Institutions

351

Shares Held

12.3M

Call Options Held

Put Options Held

600

Bank Of America Corp Charlotte, NC

1.86M
Shares

$350 Million
0.03% of portfolio
Morgan Stanley New York, NY

989K
Shares

$187 Million
0.01% of portfolio
Ubs Group Ag

548K
Shares

$103 Million
0.02% of portfolio
Lpl Financial LLC Fort Mill, SC

502K
Shares

$94.7 Million
0.04% of portfolio
Jpmorgan Chase & CO New York, NY

499K
Shares

$94 Million
0.01% of portfolio

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