Patriot Financial Group Insurance Agency, LLC Vanguard Bd Index Fd Inc Inter 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 Bd Index Fd Inc Inter stock. As of the latest transaction made, Patriot Financial Group Insurance Agency, LLC holds 17,069 shares of BIV stock, worth $1.3 Million. This represents 0.18% of its overall portfolio holdings.

Number of Shares

17,069

Previous 16,687 2.29%

Holding current value

$1.3 Million

Previous $1.31 Million 2.45%

% of portfolio

0.18%

Previous 0.18%

31 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 22, 2025	BUY	$74.5 - $78.37 $28,459 - $29,937	382 Added 2.29%	17,069 $1.28 Million
Q3 2024 Oct 24, 2024	SELL	$74.26 - $78.84 $11,733 - $12,456	-158 Reduced 0.94%	16,687 $1.31 Million
Q2 2024 Jul 26, 2024	BUY	$73.13 - $75.43 $244,181 - $251,860	3,339 Added 24.72%	16,845 $1.26 Million
Q1 2024 Apr 30, 2024	SELL	$74.51 - $76.61 $76,894 - $79,061	-1,032 Reduced 7.1%	13,506 $1.02 Million
Q4 2023 Jan 19, 2024	BUY	$70.49 - $76.74 $638,075 - $694,650	9,052 Added 165.0%	14,538 $1.11 Million
Q3 2023 Oct 19, 2023	SELL	$72.11 - $75.67 $574,860 - $603,241	-7,972 Reduced 59.24%	5,486 $396,000
Q2 2023 Jul 17, 2023	BUY	$74.96 - $77.47 $199,918 - $206,612	2,667 Added 24.72%	13,458 $1.01 Million
Q1 2023 Apr 20, 2023	SELL	$73.57 - $77.31 $26,632 - $27,986	-362 Reduced 3.25%	10,791 $828,000
Q4 2022 Jan 17, 2023	SELL	$71.64 - $76.32 $211,624 - $225,449	-2,954 Reduced 20.94%	11,153 $0
Q3 2022 Oct 31, 2022	BUY	$72.72 - $79.93 $805,664 - $885,544	11,079 Added 365.89%	14,107 $1.04 Million
Q2 2022 Jul 29, 2022	SELL	$75.37 - $81.44 $843,390 - $911,313	-11,190 Reduced 78.7%	3,028 $235,000
Q1 2022 May 11, 2022	BUY	$81.03 - $87.06 $846,358 - $909,341	10,445 Added 276.84%	14,218 $1.16 Million
Q4 2021 Jan 10, 2022	SELL	$87.51 - $89.66 $40,079 - $41,064	-458 Reduced 10.82%	3,773 $331,000
Q3 2021 Nov 24, 2021	BUY	$89.41 - $91.32 $2,503 - $2,556	28 Added 0.67%	4,231 $379,000
Q2 2021 Jul 30, 2021	SELL	$88.27 - $90.15 $53,579 - $54,721	-607 Reduced 12.62%	4,203 $378,000
Q1 2021 Apr 29, 2021	SELL	$88.61 - $92.83 $109,167 - $114,366	-1,232 Reduced 20.39%	4,810 $427,000
Q4 2020 Jan 15, 2021	BUY	$92.55 - $93.62 $144,748 - $146,421	1,564 Added 34.93%	6,042 $561,000
Q3 2020 Oct 21, 2020	BUY	$93.08 - $94.37 $54,917 - $55,678	590 Added 15.17%	4,478 $419,000
Q2 2020 Jul 10, 2020	BUY	$88.97 - $93.19 $51,513 - $53,957	579 Added 17.5%	3,888 $362,000
Q1 2020 Apr 15, 2020	BUY	$83.77 - $92.22 $200,126 - $220,313	2,389 Added 259.67%	3,309 $296,000
Q4 2019 Jan 22, 2020	BUY	$86.78 - $88.73 $433 - $443	5 Added 0.55%	920 $80,000
Q3 2019 Oct 25, 2019	BUY	$86.72 - $88.11 $346 - $352	4 Added 0.44%	915 $81,000
Q2 2019 Aug 07, 2019	BUY	N/A	3 Added 0.33%	911 $79,000
Q1 2019 Apr 29, 2019	BUY	N/A	81 Added 9.79%	908 $76,000
Q4 2018 Feb 04, 2019	BUY	N/A	300 Added 56.93%	827 $67,000
Q3 2018 Oct 30, 2018	BUY	N/A	2 Added 0.38%	527 $42,000
Q2 2018 Aug 14, 2018	BUY	N/A	4 Added 0.77%	525 $43,000
Q1 2018 May 14, 2018	BUY	N/A	2 Added 0.39%	521 $43,000
Q4 2017 Feb 14, 2018	BUY	N/A	4 Added 0.78%	519 $43,000
Q3 2017 Oct 26, 2017	BUY	N/A	3 Added 0.59%	515 $44,000
Q2 2017 Aug 08, 2017	BUY	N/A	512	512 $43,000

Others Institutions Holding BIV

# of Institutions

994

Shares Held

183M

Call Options Held

4.4K

Put Options Held

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Patriot Financial Group Insurance Agency, LLC Vanguard Bd Index Fd Inc Inter Transaction History