Vanguard Personalized Indexing Management’s Brookfield Asset Management BAM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.85M Buy
2025
Q1
$1.32M Buy
2024
Q4
$1.19M Buy
2024
Q3
$1.03M Buy
2024
Q2
$661K Buy
2024
Q1
$611K Buy
2023
Q4
$543K Buy
2023
Q3
$361K Buy
2023
Q2
$292K Buy