VPIM
Vanguard Personalized Indexing Management’s Brunswick BC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $867K | Buy |
15,686
+3,793
| +32% | +$210K | 0.01% | 928 |
|
|
2025
Q1 | $640K | Buy |
11,893
+7,517
| +172% | +$405K | 0.01% | 1002 |
|
|
2024
Q4 | $283K | Sell |
4,376
-2,440
| -36% | -$158K | ﹤0.01% | 1362 |
|
|
2024
Q3 | $571K | Buy |
6,816
+583
| +9% | +$48.9K | 0.01% | 1035 |
|
|
2024
Q2 | $441K | Buy |
6,233
+414
| +7% | +$29.3K | 0.01% | 1092 |
|
|
2024
Q1 | $562K | Sell |
5,819
-3,196
| -35% | -$308K | 0.01% | 954 |
|
|
2023
Q4 | $872K | Sell |
9,015
-2,387
| -21% | -$231K | 0.02% | 727 |
|
|
2023
Q3 | $901K | Sell |
11,402
-693
| -6% | -$54.7K | 0.03% | 615 |
|
|
2023
Q2 | $1.05M | Buy |
12,095
+302
| +3% | +$26.2K | 0.03% | 549 |
|
|
2023
Q1 | $967K | Buy |
11,793
+515
| +5% | +$42.2K | 0.03% | 551 |
|
|
2022
Q4 | $813K | Buy |
11,278
+1,370
| +14% | +$98.8K | 0.03% | 591 |
|
|
2022
Q3 | $648K | Sell |
9,908
-366
| -4% | -$23.9K | 0.03% | 677 |
|
|
2022
Q2 | $672K | Buy |
10,274
+4,227
| +70% | +$276K | 0.03% | 668 |
|
|
2022
Q1 | $489K | Buy |
+6,047
| New | +$489K | 0.02% | 839 |
|
|
2021
Q4 | – | Sell |
-3,216
| Closed | -$306K | – | 1063 |
|
|
2021
Q3 | $306K | Buy |
+3,216
| New | +$306K | 0.03% | 758 |
|