VPIM
AGR

Vanguard Personalized Indexing Management’s Avangrid, Inc. AGR Stock Holding History

Vanguard Personalized Indexing Management’s Portfolio AGR Stock Details AGR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-68,368
Closed -$2.45M – 1886
2024
Q3 		$2.45M Buy
68,368
+5,980
+10% +$213K 0.04% 403
2024
Q2 		$2.22M Buy
62,388
+6,809
+12% +$246K 0.04% 376
2024
Q1 		$2.03M Buy
55,579
+13,780
+33% +$450K 0.04% 393
2023
Q4 		$1.35M Buy
41,799
+6,008
+17% +$187K 0.03% 486
2023
Q3 		$1.08M Buy
35,791
+9,091
+34% +$321K 0.03% 525
2023
Q2 		$1.01M Buy
26,700
+4,663
+21% +$183K 0.03% 566
2023
Q1 		$879K Sell
22,037
-10,013
-31% -$409K 0.03% 593
2022
Q4 		$1.38M Buy
32,050
+20,075
+168% +$832K 0.06% 388
2022
Q3 		$499K Buy
11,975
+5,335
+80% +$256K 0.02% 788
2022
Q2 		$306K Buy
+6,640
New +$308K 0.01% 984
2021
Q4 		– Sell
-4,777
Closed -$232K – 1118
2021
Q3 		$232K Sell
4,777
-15
-0.3% -$790 0.02% 876
2021
Q2 		$246K Buy
+4,792
New +$250K 0.03% 820
2020
Q2 		– Sell
-14,175
Closed -$621K – 391
2020
Q1 		$621K Buy
+14,175
New +$713K 0.36% 78

Other funds holding AGR

DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $60.6B AUM 23.27% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $27B AUM 24.49% 1-Year Est. Return

Vanguard Personalized Indexing Management's AGR Position: Q4 2024 in Review

Vanguard Personalized Indexing Management sold out of Avangrid, Inc. (AGR) in Q4 2024, closing a stake of 68,368 shares — an estimated $2.45M sold.

Vanguard Personalized Indexing Management first reported a position in AGR in Q1 2020 and held it in 13 quarters. The position peaked at $2.45M in Q3 2024. 2 funds tracked by Wall St. Rank hold AGR as of Q4 2024.

  • Vanguard Personalized Indexing Management reported no remaining Avangrid, Inc. position as of Q4 2024 after selling out during the quarter.
  • Vanguard Personalized Indexing Management sold 68,368 Avangrid, Inc. shares in Q4 2024, an estimated $2.45M.
  • Vanguard Personalized Indexing Management first reported a position in Avangrid, Inc. in Q1 2020 and held it in 13 quarters.
  • Vanguard Personalized Indexing Management's Avangrid, Inc. position peaked at $2.45M in Q3 2024.
  • 2 funds tracked by Wall St. Rank held Avangrid, Inc. as of Q4 2024.

Based on Vanguard Personalized Indexing Management's 13F filing for Q4 2024, filed 10 Feb 2025.