Vanguard Personalized Indexing Management’s Algonquin Power & Utilities AQN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $440K | Buy |
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|
2025
Q1 | $353K | Buy |
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|
2024
Q4 | $242K | Sell |
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|
2024
Q3 | $386K | Sell |
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|
2024
Q2 | $511K | Buy |
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|
2024
Q1 | $495K | Sell |
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|
2023
Q4 | $535K | Buy |
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|
2023
Q3 | $364K | Sell |
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|
2023
Q2 | $608K | Buy |
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|
2023
Q1 | $571K | Buy |
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|
2022
Q4 | $270K | Buy |
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|
2022
Q3 | $298K | Buy |
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|
2022
Q2 | $355K | Buy |
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|
2022
Q1 | $410K | Buy |
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|
2021
Q4 | $338K | Sell |
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|
2021
Q3 | $487K | Buy |
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|
2021
Q2 | $311K | Sell |
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|
2021
Q1 | $429K | Buy |
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|
2020
Q4 | $367K | Buy |
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|
2020
Q3 | $287K | Buy |
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