VPIM
Vanguard Personalized Indexing Management’s American States Water AWR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $375K | Buy |
4,890
+979
| +25% | +$75.1K | ﹤0.01% | 1337 |
|
|
2025
Q1 | $308K | Buy |
3,911
+66
| +2% | +$5.19K | ﹤0.01% | 1329 |
|
|
2024
Q4 | $299K | Sell |
3,845
-60
| -2% | -$4.66K | ﹤0.01% | 1335 |
|
|
2024
Q3 | $325K | Buy |
3,905
+621
| +19% | +$51.7K | 0.01% | 1306 |
|
|
2024
Q2 | $237K | Sell |
3,284
-404
| -11% | -$29.1K | ﹤0.01% | 1383 |
|
|
2024
Q1 | $266K | Sell |
3,688
-810
| -18% | -$58.5K | 0.01% | 1321 |
|
|
2023
Q4 | $362K | Sell |
4,498
-1,144
| -20% | -$92K | 0.01% | 1157 |
|
|
2023
Q3 | $444K | Sell |
5,642
-932
| -14% | -$73.3K | 0.01% | 928 |
|
|
2023
Q2 | $572K | Sell |
6,574
-94
| -1% | -$8.18K | 0.02% | 839 |
|
|
2023
Q1 | $593K | Buy |
6,668
+543
| +9% | +$48.3K | 0.02% | 784 |
|
|
2022
Q4 | $567K | Sell |
6,125
-484
| -7% | -$44.8K | 0.02% | 759 |
|
|
2022
Q3 | $515K | Buy |
6,609
+99
| +2% | +$7.71K | 0.02% | 777 |
|
|
2022
Q2 | $531K | Buy |
6,510
+2,753
| +73% | +$225K | 0.02% | 793 |
|
|
2022
Q1 | $334K | Buy |
3,757
+894
| +31% | +$79.5K | 0.02% | 965 |
|
|
2021
Q4 | $296K | Buy |
+2,863
| New | +$296K | 0.02% | 867 |
|