Vanguard Personalized Indexing Management’s Assurant AIZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.42M | Buy |
12,241
+496
| +4% | +$98K | 0.03% | 499 |
|
|
2025
Q1 | $2.46M | Sell |
11,745
-1,375
| -10% | -$288K | 0.04% | 421 |
|
|
2024
Q4 | $2.8M | Buy |
13,120
+162
| +1% | +$34.5K | 0.04% | 367 |
|
|
2024
Q3 | $2.58M | Buy |
12,958
+2,259
| +21% | +$449K | 0.04% | 386 |
|
|
2024
Q2 | $1.78M | Buy |
10,699
+314
| +3% | +$52.2K | 0.03% | 441 |
|
|
2024
Q1 | $1.95M | Sell |
10,385
-59
| -0.6% | -$11.1K | 0.04% | 396 |
|
|
2023
Q4 | $1.76M | Buy |
10,444
+359
| +4% | +$60.5K | 0.05% | 385 |
|
|
2023
Q3 | $1.45M | Buy |
10,085
+348
| +4% | +$50K | 0.04% | 406 |
|
|
2023
Q2 | $1.22M | Buy |
9,737
+385
| +4% | +$48.4K | 0.04% | 477 |
|
|
2023
Q1 | $1.12M | Buy |
9,352
+759
| +9% | +$91.1K | 0.04% | 472 |
|
|
2022
Q4 | $1.07M | Buy |
8,593
+265
| +3% | +$33.1K | 0.04% | 479 |
|
|
2022
Q3 | $1.21M | Sell |
8,328
-2,356
| -22% | -$342K | 0.05% | 399 |
|
|
2022
Q2 | $1.85M | Buy |
10,684
+428
| +4% | +$74K | 0.09% | 229 |
|
|
2022
Q1 | $1.87M | Buy |
10,256
+3,915
| +62% | +$712K | 0.09% | 209 |
|
|
2021
Q4 | $988K | Buy |
6,341
+2,002
| +46% | +$312K | 0.06% | 397 |
|
|
2021
Q3 | $684K | Buy |
+4,339
| New | +$684K | 0.06% | 363 |
|