Patriot Financial Group Insurance Agency, LLC Vanguard Russell 2000 ETF Transaction History

Patriot Financial Group Insurance Agency, LLC

$704 Million
Q4 2024

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2021 Nov 24, 2021	SELL	$85.46 - $93.4 $3,418 - $3,736	-40 Closed	0 $0
Q2 2021 Jul 30, 2021	BUY	$85.6 - $94.02 $1,712 - $1,880	20 Added 100.0%	40 $4,000
Q1 2021 Apr 29, 2021	SELL	$77.99 - $94.68 $77,210 - $93,733	-990 Reduced 98.02%	20 $4,000
Q3 2020 Oct 21, 2020	SELL	$56.08 - $63.85 $616 - $702	-11 Reduced 1.08%	1,010 $122,000
Q2 2020 Jul 10, 2020	BUY	$42.15 - $61.7 $463 - $678	11 Added 1.09%	1,021 $118,000
Q1 2020 Apr 15, 2020	BUY	$40.03 - $68.06 $40,430 - $68,740	1,010 New	1,010 $93,000

Others Institutions Holding VTWO

# of Institutions

577

Shares Held

74.9M

Call Options Held

409K

Put Options Held

22.3K

Bank Of America Corp Charlotte, NC

24.8M
Shares

$2.29 Billion
0.19% of portfolio
Morgan Stanley New York, NY

6.83M
Shares

$631 Million
0.05% of portfolio
Natixis Advisors, L.P. Boston, MA

5.04M
Shares

$465 Million
0.88% of portfolio
Wells Fargo & Company San Francisco, CA

3.87M
Shares

$357 Million
0.08% of portfolio
Goldman Sachs Group Inc New York, NY

2.47M
Shares

$228 Million
0.04% of portfolio

View Full List

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