Vanguard Personalized Indexing Management’s Advanced Energy AEIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $903K | Buy |
6,817
+589
| +9% | +$78K | 0.01% | 912 |
|
|
2025
Q1 | $594K | Buy |
6,228
+1,735
| +39% | +$165K | 0.01% | 1027 |
|
|
2024
Q4 | $520K | Buy |
4,493
+299
| +7% | +$34.6K | 0.01% | 1097 |
|
|
2024
Q3 | $441K | Sell |
4,194
-65
| -2% | -$6.84K | 0.01% | 1158 |
|
|
2024
Q2 | $463K | Buy |
4,259
+312
| +8% | +$33.9K | 0.01% | 1074 |
|
|
2024
Q1 | $403K | Sell |
3,947
-60
| -1% | -$6.12K | 0.01% | 1120 |
|
|
2023
Q4 | $436K | Buy |
4,007
+401
| +11% | +$43.7K | 0.01% | 1066 |
|
|
2023
Q3 | $372K | Buy |
3,606
+46
| +1% | +$4.74K | 0.01% | 1028 |
|
|
2023
Q2 | $397K | Buy |
3,560
+432
| +14% | +$48.1K | 0.01% | 997 |
|
|
2023
Q1 | $307K | Buy |
+3,128
| New | +$307K | 0.01% | 1113 |
|
|
2021
Q2 | – | Sell |
-2,278
| Closed | -$249K | – | 899 |
|
|
2021
Q1 | $249K | Sell |
2,278
-269
| -11% | -$29.4K | 0.04% | 583 |
|
|
2020
Q4 | $247K | Buy |
+2,547
| New | +$247K | 0.05% | 440 |
|