VPIM
Vanguard Personalized Indexing Management’s Ares Management ARES Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.9M | Buy |
16,765
+1,103
| +7% | +$191K | 0.03% | 450 |
|
|
2025
Q1 | $2.3M | Buy |
15,662
+1,311
| +9% | +$192K | 0.03% | 452 |
|
|
2024
Q4 | $2.54M | Buy |
14,351
+954
| +7% | +$169K | 0.04% | 400 |
|
|
2024
Q3 | $2.09M | Buy |
13,397
+1,450
| +12% | +$226K | 0.03% | 463 |
|
|
2024
Q2 | $1.59M | Buy |
11,947
+1,710
| +17% | +$228K | 0.03% | 486 |
|
|
2024
Q1 | $1.36M | Buy |
10,237
+1,271
| +14% | +$169K | 0.03% | 518 |
|
|
2023
Q4 | $1.07M | Buy |
8,966
+782
| +10% | +$93K | 0.03% | 615 |
|
|
2023
Q3 | $842K | Buy |
8,184
+424
| +5% | +$43.6K | 0.03% | 651 |
|
|
2023
Q2 | $748K | Buy |
7,760
+311
| +4% | +$30K | 0.02% | 715 |
|
|
2023
Q1 | $622K | Sell |
7,449
-132
| -2% | -$11K | 0.02% | 769 |
|
|
2022
Q4 | $519K | Buy |
7,581
+377
| +5% | +$25.8K | 0.02% | 787 |
|
|
2022
Q3 | $446K | Buy |
7,204
+677
| +10% | +$41.9K | 0.02% | 827 |
|
|
2022
Q2 | $371K | Buy |
6,527
+1,902
| +41% | +$108K | 0.02% | 915 |
|
|
2022
Q1 | $376K | Buy |
4,625
+582
| +14% | +$47.3K | 0.02% | 932 |
|
|
2021
Q4 | $329K | Buy |
4,043
+35
| +0.9% | +$2.85K | 0.02% | 841 |
|
|
2021
Q3 | $296K | Buy |
4,008
+318
| +9% | +$23.5K | 0.03% | 768 |
|
|
2021
Q2 | $235K | Buy |
+3,690
| New | +$235K | 0.02% | 843 |
|