Vanguard Personalized Indexing Management’s American States Water AWR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $375K | Buy |
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|
2025
Q1 | $308K | Buy |
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|
2024
Q4 | $299K | Sell |
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|
2024
Q3 | $325K | Buy |
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|
2024
Q2 | $237K | Sell |
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|
2024
Q1 | $266K | Sell |
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|
2023
Q4 | $362K | Sell |
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|
2023
Q3 | $444K | Sell |
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|
2023
Q2 | $572K | Sell |
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|
2023
Q1 | $593K | Buy |
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|
2022
Q4 | $567K | Sell |
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|
2022
Q3 | $515K | Buy |
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|
2022
Q2 | $531K | Buy |
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|
2022
Q1 | $334K | Buy |
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|
2021
Q4 | $296K | Buy |
|