Prio Wealth Limited Partnership’s Vanguard Small-Cap ETF VB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $33.6M | Buy |
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|
2024
Q2 | $30.6M | Sell |
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|
2024
Q1 | $32.9M | Buy |
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|
2023
Q4 | $29.7M | Buy |
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|
2023
Q3 | $24.9M | Buy |
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|
2023
Q2 | $26M | Sell |
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|
2023
Q1 | $25M | Buy |
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|
2022
Q4 | $23.6M | Sell |
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|
2022
Q3 | $22.3M | Buy |
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|
2022
Q2 | $22.5M | Sell |
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|
2022
Q1 | $27.6M | Buy |
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|
2021
Q4 | $29.3M | Buy |
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|
2021
Q3 | $27.4M | Buy |
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|
2021
Q2 | $27.4M | Buy |
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|
2021
Q1 | $21.6M | Buy |
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|
2020
Q4 | $18.6M | Buy |
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|
2020
Q3 | $14.2M | Sell |
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|
2020
Q2 | $13.7M | Buy |
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|
2020
Q1 | $1.72M | Buy |
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|
2019
Q4 | $227K | Hold |
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|
2019
Q3 | $211K | Sell |
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|
2019
Q2 | $217K | Buy |
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|
2019
Q1 | $203K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $216K | Hold |
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|
2018
Q2 | $207K | Buy |
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