Prio Wealth Limited Partnership’s Vanguard S&P 500 ETF VOO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $28.1M | Buy |
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|
2024
Q2 | $26.5M | Buy |
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|
2024
Q1 | $25.2M | Buy |
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|
2023
Q4 | $22.7M | Buy |
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|
2023
Q3 | $19.8M | Buy |
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|
2023
Q2 | $20.2M | Buy |
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|
2023
Q1 | $17.2M | Buy |
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|
2022
Q4 | $14M | Buy |
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|
2022
Q3 | $12.3M | Buy |
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|
2022
Q2 | $12.5M | Buy |
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|
2022
Q1 | $14.9M | Buy |
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|
2021
Q4 | $15.2M | Buy |
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|
2021
Q3 | $13M | Buy |
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|
2021
Q2 | $12.5M | Buy |
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|
2021
Q1 | $11.2M | Buy |
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|
2020
Q4 | $10.2M | Buy |
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|
2020
Q3 | $8.95M | Sell |
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|
2020
Q2 | $8.62M | Buy |
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|
2020
Q1 | $4.33M | Buy |
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|
2019
Q4 | $743K | Hold |
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|
2019
Q3 | $685K | Sell |
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|
2019
Q2 | $679K | Sell |
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|
2019
Q1 | $696K | Buy |
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|
2018
Q4 | $603K | Sell |
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|
2018
Q3 | $1.46M | Hold |
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|
2018
Q2 | $1.36M | Hold |
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|
2018
Q1 | $1.32M | Buy |
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|
2017
Q4 | $924K | Hold |
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|
2017
Q3 | $869K | Hold |
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|
2017
Q2 | $837K | Hold |
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|
2017
Q1 | $815K | Buy |
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|
2016
Q4 | $757K | Hold |
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|
2016
Q3 | $733K | Sell |
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|
2016
Q2 | $728K | Hold |
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|
2016
Q1 | $714K | Hold |
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|
2015
Q4 | $708K | Buy |
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|
2015
Q3 | $460K | Sell |
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|
2015
Q2 | $1.86M | Sell |
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|
2015
Q1 | $2.31M | Buy |
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|
2014
Q4 | $2.14M | Buy |
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