Vanguard Personalized Indexing Management’s AES AES Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.23M | Sell |
116,592
-5,916
| -5% | -$62.2K | 0.01% | 773 |
|
|
2025
Q1 | $1.52M | Buy |
122,508
+23,249
| +23% | +$289K | 0.02% | 592 |
|
|
2024
Q4 | $1.28M | Sell |
99,259
-17,658
| -15% | -$227K | 0.02% | 663 |
|
|
2024
Q3 | $2.35M | Buy |
116,917
+8,411
| +8% | +$169K | 0.04% | 418 |
|
|
2024
Q2 | $1.91M | Buy |
108,506
+12,520
| +13% | +$220K | 0.04% | 418 |
|
|
2024
Q1 | $1.72M | Sell |
95,986
-32,950
| -26% | -$591K | 0.04% | 438 |
|
|
2023
Q4 | $2.48M | Buy |
128,936
+67,246
| +109% | +$1.29M | 0.06% | 292 |
|
|
2023
Q3 | $938K | Buy |
61,690
+19,905
| +48% | +$303K | 0.03% | 590 |
|
|
2023
Q2 | $866K | Buy |
41,785
+6,028
| +17% | +$125K | 0.03% | 632 |
|
|
2023
Q1 | $861K | Buy |
35,757
+1,166
| +3% | +$28.1K | 0.03% | 605 |
|
|
2022
Q4 | $995K | Buy |
34,591
+2,517
| +8% | +$72.4K | 0.04% | 502 |
|
|
2022
Q3 | $725K | Buy |
32,074
+3,612
| +13% | +$81.6K | 0.03% | 625 |
|
|
2022
Q2 | $598K | Buy |
28,462
+2,950
| +12% | +$62K | 0.03% | 727 |
|
|
2022
Q1 | $656K | Buy |
25,512
+10,441
| +69% | +$268K | 0.03% | 682 |
|
|
2021
Q4 | $366K | Buy |
15,071
+5,410
| +56% | +$131K | 0.02% | 808 |
|
|
2021
Q3 | $221K | Sell |
9,661
-7,804
| -45% | -$179K | 0.02% | 891 |
|
|
2021
Q2 | $455K | Buy |
17,465
+6,636
| +61% | +$173K | 0.05% | 526 |
|
|
2021
Q1 | $290K | Buy |
+10,829
| New | +$290K | 0.04% | 519 |
|