Patriot Financial Group Insurance Agency, LLC Vanguard Whitehall Fds (Vangua 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 Whitehall Fds (Vangua stock. As of the latest transaction made, Patriot Financial Group Insurance Agency, LLC holds 5,877 shares of VYM stock, worth $777,644. This represents 0.11% of its overall portfolio holdings.

Number of Shares
5,877
Previous 6,034 2.6%
Holding current value
$777,644
Previous $773,000 3.1%
% of portfolio
0.11%
Previous 0.11%

Shares

30 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 22, 2025
SELL
$126.68 - $134.74 $19,888 - $21,154
-157 Reduced 2.6%
5,877 $749,000
Q3 2024

Oct 24, 2024
SELL
$117.9 - $128.2 $20,986 - $22,819
-178 Reduced 2.87%
6,034 $773,000
Q2 2024

Jul 26, 2024
BUY
$114.71 - $121.51 $3,326 - $3,523
29 Added 0.47%
6,212 $736,000
Q1 2024

Apr 30, 2024
BUY
$109.98 - $120.99 $74,016 - $81,426
673 Added 12.21%
6,183 $748,000
Q4 2023

Jan 19, 2024
BUY
$98.71 - $111.84 $7,699 - $8,723
78 Added 1.44%
5,510 $615,000
Q3 2023

Oct 19, 2023
SELL
$103.32 - $110.34 $511,227 - $545,962
-4,948 Reduced 47.67%
5,432 $561,000
Q2 2023

Jul 17, 2023
SELL
$101.36 - $107.68 $134,910 - $143,322
-1,331 Reduced 11.37%
10,380 $1.1 Million
Q1 2023

Apr 20, 2023
BUY
$100.82 - $111.44 $80,857 - $89,374
802 Added 7.35%
11,711 $1.24 Million
Q4 2022

Jan 17, 2023
BUY
$96.14 - $113.15 $159,976 - $188,281
1,664 Added 18.0%
10,909 $0
Q3 2022

Oct 31, 2022
BUY
$94.88 - $110.28 $103,514 - $120,315
1,091 Added 13.38%
9,245 $877,000
Q2 2022

Jul 29, 2022
BUY
$99.2 - $114.57 $330,633 - $381,861
3,333 Added 69.14%
8,154 $829,000
Q1 2022

May 11, 2022
BUY
$107.24 - $115.01 $201,503 - $216,103
1,879 Added 63.87%
4,821 $541,000
Q4 2021

Jan 10, 2022
SELL
$104.33 - $112.16 $54,981 - $59,108
-527 Reduced 15.19%
2,942 $330,000
Q3 2021

Nov 24, 2021
BUY
$102.3 - $108.36 $36,521 - $38,684
357 Added 11.47%
3,469 $359,000
Q2 2021

Jul 30, 2021
BUY
$101.6 - $107.95 $6,604 - $7,016
65 Added 2.13%
3,112 $326,000
Q1 2021

Apr 29, 2021
SELL
$90.4 - $101.83 $92,660 - $104,375
-1,025 Reduced 25.17%
3,047 $308,000
Q4 2020

Jan 15, 2021
SELL
$78.88 - $92.1 $188,523 - $220,119
-2,390 Reduced 36.99%
4,072 $373,000
Q3 2020

Oct 21, 2020
SELL
$77.57 - $85.18 $7,601 - $8,347
-98 Reduced 1.49%
6,462 $523,000
Q2 2020

Jul 10, 2020
BUY
$67.79 - $86.78 $73,891 - $94,590
1,090 Added 19.93%
6,560 $517,000
Q1 2020

Apr 15, 2020
BUY
$60.97 - $94.78 $158,461 - $246,333
2,599 Added 90.53%
5,470 $387,000
Q4 2019

Jan 22, 2020
SELL
$85.84 - $94.47 $17,854 - $19,649
-208 Reduced 6.76%
2,871 $269,000
Q2 2019

Aug 07, 2019
BUY
N/A
275 Added 9.81%
3,079 $271,000
Q1 2019

Apr 29, 2019
BUY
N/A
1,468 Added 109.88%
2,804 $240,000
Q4 2018

Feb 04, 2019
BUY
N/A
696 Added 108.75%
1,336 $104,000
Q3 2018

Oct 30, 2018
BUY
N/A
640 New
640 $56,000
Q2 2018

Aug 14, 2018
SELL
N/A
-544 Closed
0 $0
Q1 2018

May 14, 2018
SELL
N/A
-26 Reduced 4.56%
544 $44,000
Q4 2017

Feb 14, 2018
BUY
N/A
49 Added 9.4%
570 $50,000
Q3 2017

Oct 26, 2017
BUY
N/A
4 Added 0.77%
521 $43,000
Q2 2017

Aug 08, 2017
BUY
N/A
517
517 $40,000

Others Institutions Holding VYM

# of Institutions
1,881
Shares Held
187M
Call Options Held
1.79M
Put Options Held
394K
View Full List

About VANGUARD WHITEHALL FDS (VANGUA

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