VWA
PGR icon

V Wealth Advisors’s Progressive PGR Stock Holding History

V Wealth Advisors’s Portfolio PGR Stock Details PGR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-11,527
Closed -$1.53M – 285
2023
Q2 		$1.53M Sell
11,527
-5
-0% -$670 0.25% 79
2023
Q1 		$1.65M Sell
11,532
-161
-1% -$22.2K 0.31% 74
2022
Q4 		$1.52M Sell
11,693
-9,169
-44% -$1.16M 0.31% 74
2022
Q3 		$2.42M Sell
20,862
-1,943
-9% -$234K 0.49% 39
2022
Q2 		$2.65M Sell
22,805
-259
-1% -$29.4K 0.5% 34
2022
Q1 		$2.63M Sell
23,064
-270
-1% -$29.2K 0.42% 42
2021
Q4 		$2.4M Buy
23,334
+59
+0.3% +$5.63K 0.35% 57
2021
Q3 		$2.1M Buy
23,275
+237
+1% +$22.6K 0.33% 63
2021
Q2 		$2.27M Buy
23,038
+50
+0.2% +$4.95K 0.36% 63
2021
Q1 		$2.2M Sell
22,988
-114
-0.5% -$10.4K 0.4% 54
2020
Q4 		$2.28M Buy
+23,102
New +$2.19M 0.47% 41
2020
Q3 		– Sell
-22,702
Closed -$1.82M – 290
2020
Q2 		$1.82M Sell
22,702
-2,518
-10% -$197K 0.47% 43
2020
Q1 		$1.86M Buy
25,220
+131
+0.5% +$10.1K 0.58% 28
2019
Q4 		$1.94M Hold
25,089
– – 0.69% 31
2019
Q3 		$1.94M Sell
25,089
-162
-0.6% -$12.7K 0.69% 31
2019
Q2 		$2.02M Sell
25,251
-899
-3% -$69.5K 0.77% 27
2019
Q1 		$1.96M Sell
26,150
-1
-0% -$69 0.79% 31
2018
Q4 		$1.59M Buy
26,151
+309
+1% +$20.6K 0.81% 35
2018
Q3 		$1.84M Buy
25,842
+884
+4% +$56.9K 0.85% 32
2018
Q2 		$1.49M Buy
+24,958
New +$1.53M 0.83% 36
2017
Q3 		– Sell
-341
Closed -$15K – 566
2017
Q2 		$15K Buy
+341
New +$14.2K 0.01% 499

Other funds holding PGR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

V Wealth Advisors's PGR Position: Q3 2023 in Review

V Wealth Advisors sold out of Progressive (PGR) in Q3 2023, closing a stake of 11,527 shares — an estimated $1.53M sold.

V Wealth Advisors first reported a position in PGR in Q2 2017 and held it in 21 quarters. The position peaked at $2.65M in Q2 2022. 1,170 funds tracked by Wall St. Rank hold PGR as of Q3 2023.

  • V Wealth Advisors reported no remaining Progressive position as of Q3 2023 after selling out during the quarter.
  • V Wealth Advisors sold 11,527 Progressive shares in Q3 2023, an estimated $1.53M.
  • V Wealth Advisors first reported a position in Progressive in Q2 2017 and held it in 21 quarters.
  • V Wealth Advisors's Progressive position peaked at $2.65M in Q2 2022.
  • 1,170 funds tracked by Wall St. Rank held Progressive as of Q3 2023.

Based on V Wealth Advisors's 13F filing for Q3 2023, filed 15 Nov 2023.