Prio Wealth Limited Partnership’s Vanguard Short-Term Bond ETF BSV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $15.8M | Sell |
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|
2024
Q2 | $15.6M | Sell |
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|
2024
Q1 | $16.7M | Buy |
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|
2023
Q4 | $14.4M | Sell |
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|
2023
Q3 | $14.4M | Buy |
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|
2023
Q2 | $13.8M | Buy |
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|
2023
Q1 | $13.8M | Sell |
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|
2022
Q4 | $15.3M | Sell |
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|
2022
Q3 | $17.9M | Sell |
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|
2022
Q2 | $22M | Sell |
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|
2022
Q1 | $26.6M | Sell |
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|
2021
Q4 | $28.8M | Buy |
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|
2021
Q3 | $27.3M | Buy |
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|
2021
Q2 | $25.1M | Buy |
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|
2021
Q1 | $23.1M | Buy |
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|
2020
Q4 | $22.2M | Buy |
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|
2020
Q3 | $17.4M | Buy |
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|
2020
Q2 | $13.4M | Buy |
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|
2020
Q1 | $11.9M | Buy |
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|
2019
Q4 | $11.3M | Buy |
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|
2019
Q3 | $9.83M | Buy |
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