Vanguard Personalized Indexing Management’s BCE BCE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-10,465
| Closed | -$356K | – | 1702 |
|
|
2024
Q1 | $356K | Sell |
10,465
-8,621
| -45% | -$293K | 0.01% | 1191 |
|
|
2023
Q4 | $752K | Buy |
19,086
+6,804
| +55% | +$268K | 0.02% | 789 |
|
|
2023
Q3 | $469K | Sell |
12,282
-2,533
| -17% | -$96.7K | 0.01% | 908 |
|
|
2023
Q2 | $675K | Buy |
14,815
+1,773
| +14% | +$80.8K | 0.02% | 758 |
|
|
2023
Q1 | $584K | Buy |
13,042
+3,135
| +32% | +$140K | 0.02% | 793 |
|
|
2022
Q4 | $435K | Buy |
9,907
+699
| +8% | +$30.7K | 0.02% | 847 |
|
|
2022
Q3 | $386K | Sell |
9,208
-1,803
| -16% | -$75.6K | 0.02% | 868 |
|
|
2022
Q2 | $542K | Buy |
11,011
+473
| +4% | +$23.3K | 0.03% | 781 |
|
|
2022
Q1 | $584K | Buy |
10,538
+1,875
| +22% | +$104K | 0.03% | 757 |
|
|
2021
Q4 | $451K | Buy |
8,663
+1,862
| +27% | +$96.9K | 0.03% | 732 |
|
|
2021
Q3 | $340K | Buy |
6,801
+2,371
| +54% | +$119K | 0.03% | 711 |
|
|
2021
Q2 | $218K | Sell |
4,430
-418
| -9% | -$20.6K | 0.02% | 862 |
|
|
2021
Q1 | $219K | Buy |
+4,848
| New | +$219K | 0.03% | 643 |
|