Prio Wealth Limited Partnership’s Vanguard Growth ETF VUG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $2.14M | Hold |
|
|||||
|
2024
Q2 | $2.08M | Hold |
|
|||||
|
2024
Q1 | $1.92M | Hold |
|
|||||
|
2023
Q4 | $1.73M | Sell |
|
|||||
|
2023
Q3 | $1.54M | Buy |
|
|||||
|
2023
Q2 | $1.56M | Hold |
|
|||||
|
2023
Q1 | $1.38M | Hold |
|
|||||
|
2022
Q4 | $1.18M | Buy |
|
|||||
|
2022
Q3 | $1.18M | Sell |
|
|||||
|
2022
Q2 | $1.26M | Hold |
|
|||||
|
2022
Q1 | $1.63M | Hold |
|
|||||
|
2021
Q4 | $1.82M | Hold |
|
|||||
|
2021
Q3 | $1.65M | Sell |
|
|||||
|
2021
Q2 | $2M | Hold |
|
|||||
|
2021
Q1 | $1.79M | Buy |
|
|||||
|
2020
Q4 | $1.73M | Buy |
|
|||||
|
2020
Q3 | $1.27M | Hold |
|
|||||
|
2020
Q2 | $1.13M | Hold |
|
|||||
|
2020
Q1 | $874K | Sell |
|
|||||
|
2019
Q4 | $1.06M | Hold |
|
|||||
|
2019
Q3 | $967K | Hold |
|
|||||
|
2019
Q2 | $950K | Buy |
|
|||||
|
2019
Q1 | $807K | Hold |
|
|||||
|
2018
Q4 | $693K | Hold |
|
|||||
|
2018
Q3 | $831K | Hold |
|
|||||
|
2018
Q2 | $773K | Hold |
|
|||||
|
2018
Q1 | $732K | Hold |
|
|||||
|
2017
Q4 | $726K | Hold |
|
|||||
|
2017
Q3 | $685K | Buy |
|
|||||
|
2017
Q2 | $601K | Buy |
|
|||||
|
2017
Q1 | $545K | Hold |
|
|||||
|
2016
Q4 | $500K | Hold |
|
|||||
|
2016
Q3 | $503K | Hold |
|
|||||
|
2016
Q2 | $480K | Hold |
|
|||||
|
2016
Q1 | $477K | Hold |
|
|||||
|
2015
Q4 | $477K | Hold |
|
|||||
|
2015
Q3 | $449K | Hold |
|
|||||
|
2015
Q2 | $480K | Hold |
|
|||||
|
2015
Q1 | $469K | Hold |
|
|||||
|
2014
Q4 | $468K | Buy |
|
|||||
|
2014
Q3 | $428K | Hold |
|
|||||
|
2014
Q2 | $424K | Hold |
|
|||||
|
2014
Q1 | $401K | Hold |
|
|||||
|
2013
Q4 | $399K | Sell |
|
|||||
|
2013
Q3 | $503K | Hold |
|
|||||
|
2013
Q2 | $465K | Buy |
|