Prio Wealth Limited Partnership’s Vanguard FTSE All-World ex-US Small-Cap Index Fund VSS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $1.26M | Hold |
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|
2024
Q2 | $1.18M | Sell |
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|
2024
Q1 | $1.18M | Hold |
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|
2023
Q4 | $1.16M | Hold |
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|
2023
Q3 | $1.07M | Hold |
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|
2023
Q2 | $1.11M | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $316K | Sell |
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|
2020
Q1 | $291K | Sell |
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|
2019
Q4 | $430K | Sell |
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|
2019
Q3 | $398K | Sell |
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|
2019
Q2 | $531K | Hold |
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|
2019
Q1 | $525K | Buy |
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|
2018
Q4 | $316K | Sell |
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|
2018
Q3 | $380K | Buy |
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|
2018
Q2 | $254K | Sell |
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|
2018
Q1 | $336K | Buy |
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|
2017
Q4 | $277K | Hold |
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|
2017
Q3 | $267K | Buy |
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|
2017
Q2 | $232K | Buy |
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|
2017
Q1 | $202K | Buy |
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