Patriot Financial Group Insurance Agency, LLC Vanguard S&P Small Cap 600 Gro Transaction History

Patriot Financial Group Insurance Agency, LLC

$704 Million
Q4 2024

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2021 Apr 29, 2021	SELL	$97.58 - $115.93 $4,879 - $5,796	-50 Closed	0 $0
Q2 2020 Jul 10, 2020	SELL	$54.2 - $77.96 $10,677 - $15,358	-197 Reduced 79.76%	50 $7,000
Q1 2019 Apr 29, 2019	BUY	N/A	247 New	247 $38,000

Others Institutions Holding VIOG

# of Institutions

164

Shares Held

3.12M

Call Options Held

2.9K

Put Options Held

200

Ameriprise Financial Inc Minneapolis, MN

306K
Shares

$36.9 Million
0.01% of portfolio
Morgan Stanley New York, NY

225K
Shares

$27.1 Million
0.0% of portfolio
Moneta Group Investment Advisors LLC St Louis, MO

180K
Shares

$21.7 Million
0.23% of portfolio
Octavia Wealth Advisors, LLC

142K
Shares

$17.1 Million
2.0% of portfolio
Mariner, LLC Overland Park, KS

134K
Shares

$16.1 Million
0.03% of portfolio

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