VPIM
Vanguard Personalized Indexing Management’s iShares Core US Aggregate Bond ETF AGG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-2,061
| Closed | -$202K | – | 1697 |
|
|
2024
Q1 | $202K | Buy |
+2,061
| New | +$202K | ﹤0.01% | 1443 |
|
|
2022
Q1 | – | Sell |
-6,919
| Closed | -$789K | – | 1211 |
|
|
2021
Q4 | $789K | Hold |
6,919
| – | – | 0.05% | 508 |
|
|
2021
Q3 | $795K | Hold |
6,919
| – | – | 0.07% | 301 |
|
|
2021
Q2 | $798K | Buy |
6,919
+887
| +15% | +$102K | 0.08% | 281 |
|
|
2021
Q1 | $687K | Buy |
6,032
+931
| +18% | +$106K | 0.1% | 227 |
|
|
2020
Q4 | $603K | Buy |
+5,101
| New | +$603K | 0.13% | 181 |
|