Vanguard Personalized Indexing Management’s Aegon AEG Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $936K | Buy |
129,214
+8,858
| +7% | +$64.1K | 0.01% | 898 |
|
2025
Q1 | $793K | Buy |
120,356
+10,988
| +10% | +$72.4K | 0.01% | 903 |
|
2024
Q4 | $644K | Buy |
109,368
+6,603
| +6% | +$38.9K | 0.01% | 987 |
|
2024
Q3 | $657K | Buy |
102,765
+4,309
| +4% | +$27.5K | 0.01% | 971 |
|
2024
Q2 | $604K | Buy |
98,456
+6,572
| +7% | +$40.3K | 0.01% | 949 |
|
2024
Q1 | $556K | Buy |
91,884
+6,114
| +7% | +$37K | 0.01% | 962 |
|
2023
Q4 | $494K | Buy |
85,770
+776
| +0.9% | +$4.47K | 0.01% | 1008 |
|
2023
Q3 | $408K | Buy |
84,994
+1,324
| +2% | +$6.36K | 0.01% | 977 |
|
2023
Q2 | $424K | Buy |
83,670
+962
| +1% | +$4.88K | 0.01% | 963 |
|
2023
Q1 | $356K | Buy |
82,708
+3,205
| +4% | +$13.8K | 0.01% | 1028 |
|
2022
Q4 | $401K | Buy |
79,503
+10,537
| +15% | +$53.1K | 0.02% | 866 |
|
2022
Q3 | $273K | Sell |
68,966
-27,552
| -29% | -$109K | 0.01% | 998 |
|
2022
Q2 | $413K | Buy |
96,518
+31,243
| +48% | +$134K | 0.02% | 879 |
|
2022
Q1 | $330K | Buy |
65,275
+27,566
| +73% | +$139K | 0.02% | 971 |
|
2021
Q4 | $178K | Sell |
37,709
-529
| -1% | -$2.5K | 0.01% | 1009 |
|
2021
Q3 | $186K | Buy |
+38,238
| New | +$186K | 0.02% | 934 |
|
2021
Q2 | – | Sell |
-66,384
| Closed | -$290K | – | 898 |
|
2021
Q1 | $290K | Buy |
66,384
+2,869
| +5% | +$12.5K | 0.04% | 518 |
|
2020
Q4 | $232K | Buy |
63,515
+1,512
| +2% | +$5.52K | 0.05% | 460 |
|
2020
Q3 | $146K | Sell |
62,003
-2,393
| -4% | -$5.64K | 0.04% | 424 |
|
2020
Q2 | $175K | Buy |
64,396
+18,269
| +40% | +$49.6K | 0.08% | 301 |
|
2020
Q1 | $106K | Buy |
+46,127
| New | +$106K | 0.06% | 240 |
|