Vanguard Personalized Indexing Management’s Brookfield Asset Management BAM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.85M | Buy |
33,362
+6,219
| +23% | +$345K | 0.02% | 594 |
|
|
2025
Q1 | $1.32M | Buy |
27,143
+5,259
| +24% | +$255K | 0.02% | 658 |
|
|
2024
Q4 | $1.19M | Buy |
21,884
+56
| +0.3% | +$3.04K | 0.02% | 701 |
|
|
2024
Q3 | $1.03M | Buy |
21,828
+3,801
| +21% | +$180K | 0.02% | 753 |
|
|
2024
Q2 | $661K | Buy |
18,027
+3,489
| +24% | +$128K | 0.01% | 892 |
|
|
2024
Q1 | $611K | Buy |
14,538
+1,011
| +7% | +$42.5K | 0.01% | 905 |
|
|
2023
Q4 | $543K | Buy |
13,527
+2,698
| +25% | +$108K | 0.01% | 951 |
|
|
2023
Q3 | $361K | Buy |
10,829
+1,872
| +21% | +$62.4K | 0.01% | 1044 |
|
|
2023
Q2 | $292K | Buy |
+8,957
| New | +$292K | 0.01% | 1146 |
|