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

Patriot Financial Group Insurance Agency, LLC

$720 Million
Q3 2024

A detailed history of Patriot Financial Group Insurance Agency, LLC transactions in Vanguard Mid Cap Growth Index stock. As of the latest transaction made, Patriot Financial Group Insurance Agency, LLC holds 2,602 shares of VOT stock, worth $670,899. This represents 0.09% of its overall portfolio holdings.

Number of Shares

2,602

Previous 2,496 4.25%

Holding current value

$670,899

Previous $572,000 10.66%

% of portfolio

0.09%

Previous 0.09%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 24, 2024	BUY	$218.05 - $243.47 $23,113 - $25,807	106 Added 4.25%	2,602 $633,000
Q2 2024 Jul 26, 2024	BUY	$218.75 - $234.97 $144,156 - $154,845	659 Added 35.87%	2,496 $572,000
Q1 2024 Apr 30, 2024	BUY	$212.21 - $235.79 $92,735 - $103,040	437 Added 31.21%	1,837 $433,000
Q4 2023 Jan 19, 2024	BUY	$180.9 - $221.2 $253,260 - $309,680	1,400 New	1,400 $307,000
Q2 2022 Jul 29, 2022	BUY	$167.96 - $227.2 $2,855 - $3,862	17 Added 16.04%	123 $22,000
Q1 2022 May 11, 2022	SELL	$199.76 - $251.37 $2,596 - $3,267	-13 Reduced 10.92%	106 $24,000
Q4 2021 Jan 10, 2022	BUY	$234.3 - $265.79 $2,577 - $2,923	11 Added 10.19%	119 $30,000
Q3 2021 Nov 24, 2021	SELL	$230.42 - $251.05 $13,594 - $14,811	-59 Reduced 35.33%	108 $26,000
Q2 2021 Jul 30, 2021	BUY	$210.91 - $237.31 $27,629 - $31,087	131 Added 363.89%	167 $39,000
Q1 2021 Apr 29, 2021	SELL	$204.75 - $230.34 $20,475 - $23,034	-100 Reduced 73.53%	36 $8,000
Q4 2020 Jan 15, 2021	BUY	$178.76 - $215.29 $715 - $861	4 Added 3.03%	136 $29,000
Q3 2020 Oct 21, 2020	BUY	$166.29 - $188.98 $1,995 - $2,267	12 Added 10.0%	132 $24,000
Q2 2020 Jul 10, 2020	SELL	$120.77 - $169.89 $43,114 - $60,650	-357 Reduced 74.84%	120 $20,000
Q3 2019 Oct 25, 2019	SELL	$147.12 - $150.91 $882 - $905	-6 Reduced 1.24%	477 $71,000
Q1 2019 Apr 29, 2019	BUY	N/A	463 Added 2315.0%	483 $69,000
Q3 2018 Oct 30, 2018	BUY	N/A	20 New	20 $3,000

Others Institutions Holding VOT

# of Institutions

978

Shares Held

38.1M

Call Options Held

26.7K

Put Options Held

5.6K

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