PRI
Prepared Retirement Institute’s Vanguard Small-Cap ETF VB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.72M | Buy |
24,125
+2,365
| +11% | +$560K | 3.37% | 11 |
|
|
2025
Q1 | $4.83M | Sell |
21,760
-3,638
| -14% | -$807K | 3.08% | 11 |
|
|
2024
Q4 | $6.1M | Buy |
25,398
+2,090
| +9% | +$502K | 3.48% | 8 |
|
|
2024
Q3 | $5.53M | Buy |
23,308
+334
| +1% | +$79.2K | 3.35% | 8 |
|
|
2024
Q2 | $5.01M | Buy |
22,974
+824
| +4% | +$180K | 3.32% | 8 |
|
|
2024
Q1 | $5.06M | Sell |
22,150
-2,859
| -11% | -$654K | 3.78% | 8 |
|
|
2023
Q4 | $5.34M | Buy |
+25,009
| New | +$5.34M | 4% | 8 |
|