SEC 13F Intelligence

Price Wealth, LLC / VB

Price Wealth, LLC’s Vanguard Index Fds Position

Does Price Wealth, LLC own Vanguard Index Fds (VB)? Yes — 92.2K shares worth $14M (+3.97% of its 13F portfolio) as of Q3 2020, up from 92.2K shares the prior filed quarter.

Position Value
$14M
Q3 2020
Shares
92.2K
% of Portfolio
+3.97%
Quarters Held
7
currently held

Position History VB

Reported value by quarter
Q1 ’19: $63,000Q1 ’19Q2 ’19: $65,000Q2 ’19Q3 ’19: $777,000Q3 ’19Q4 ’19: $64,000Q4 ’19Q1 ’20: $13MQ1 ’20Q2 ’20: $13MQ2 ’20Q3 ’20: $14MQ3 ’20filingsflow.com
QuarterSharesValue% of Portfolio
Q3 202092.2K$14M+3.97%
Q2 202092.2K$13M+3.98%
Q1 2020113.5K$13M+4.75%
Q4 2019388$64,000+0.02%
Q3 20195.0K$777,000+0.25%
Q2 2019415$65,000+0.02%
Q1 2019415$63,000+0.02%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Price Wealth, LLC’s full portfolio or all institutional holders of VB.