Vanguard Personalized Indexing Management’s Brookfield Renewable BEPC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $963K | Buy |
24,182
+601
| +3% | +$24.5K | 0.01% | 947 |
|
|
2025
Q4 | $904K | Buy |
23,581
+617
| +3% | +$24.8K | 0.01% | 968 |
|
|
2025
Q3 | $791K | Buy |
22,964
+1,168
| +5% | +$40K | 0.01% | 1024 |
|
|
2025
Q2 | $715K | Buy |
21,796
+1,062
| +5% | +$31K | 0.01% | 1036 |
|
|
2025
Q1 | $579K | Buy |
20,734
+2,322
| +13% | +$63.7K | 0.01% | 1040 |
|
|
2024
Q4 | $509K | Sell |
18,412
-1,757
| -9% | -$54K | 0.01% | 1109 |
|
|
2024
Q3 | $659K | Buy |
20,169
+1,820
| +10% | +$52.8K | 0.01% | 966 |
|
|
2024
Q2 | $517K | Sell |
18,349
-534
| -3% | -$14.9K | 0.01% | 1019 |
|
|
2024
Q1 | $464K | Buy |
18,883
+11
| +0.1% | +$288 | 0.01% | 1064 |
|
|
2023
Q4 | $543K | Buy |
18,872
+5,010
| +36% | +$128K | 0.01% | 952 |
|
|
2023
Q3 | $332K | Sell |
13,862
-3,013
| -18% | -$87.4K | 0.01% | 1078 |
|
|
2023
Q2 | $532K | Buy |
16,875
+1,757
| +12% | +$59.3K | 0.02% | 869 |
|
|
2023
Q1 | $528K | Buy |
15,118
+2,230
| +17% | +$67.5K | 0.02% | 840 |
|
|
2022
Q4 | $355K | Sell |
12,888
-2,510
| -16% | -$77.5K | 0.01% | 914 |
|
|
2022
Q3 | $503K | Sell |
15,398
-1,239
| -7% | -$47.7K | 0.02% | 785 |
|
|
2022
Q2 | $592K | Sell |
16,637
-6,742
| -29% | -$249K | 0.03% | 733 |
|
|
2022
Q1 | $1.02M | Buy |
23,379
+15,127
| +183% | +$559K | 0.05% | 434 |
|
|
2021
Q4 | $304K | Sell |
8,252
-3,191
| -28% | -$122K | 0.02% | 859 |
|
|
2021
Q3 | $444K | Buy |
11,443
+3,502
| +44% | +$147K | 0.04% | 581 |
|
|
2021
Q2 | $333K | Buy |
7,941
+3,154
| +66% | +$134K | 0.03% | 688 |
|
|
2021
Q1 | $224K | Sell |
4,787
-419
| -8% | -$21.4K | 0.03% | 627 |
|
|
2020
Q4 | $303K | Sell |
5,206
-187
| -3% | -$8.99K | 0.07% | 368 |
|
|
2020
Q3 | $211K | Buy |
+5,393
| New | +$181K | 0.06% | 384 |
|
Other funds holding BEPC
BC
VCM
CBU
