Vanguard Personalized Indexing Management’s Brown-Forman Class B BF.B Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.2M | Sell |
44,621
-1,510
| -3% | -$40.6K | 0.01% | 787 |
|
|
2025
Q1 | $1.57M | Buy |
46,131
+18,276
| +66% | +$620K | 0.02% | 582 |
|
|
2024
Q4 | $1.06M | Sell |
27,855
-5,530
| -17% | -$210K | 0.02% | 750 |
|
|
2024
Q3 | $1.64M | Buy |
33,385
+16,818
| +102% | +$827K | 0.03% | 546 |
|
|
2024
Q2 | $711K | Sell |
16,567
-224
| -1% | -$9.61K | 0.01% | 851 |
|
|
2024
Q1 | $867K | Sell |
16,791
-1,090
| -6% | -$56.3K | 0.02% | 731 |
|
|
2023
Q4 | $1.02M | Buy |
17,881
+4,273
| +31% | +$244K | 0.03% | 640 |
|
|
2023
Q3 | $785K | Buy |
13,608
+4,880
| +56% | +$282K | 0.02% | 682 |
|
|
2023
Q2 | $583K | Buy |
8,728
+541
| +7% | +$36.1K | 0.02% | 828 |
|
|
2023
Q1 | $526K | Sell |
8,187
-62
| -0.8% | -$3.99K | 0.02% | 843 |
|
|
2022
Q4 | $542K | Sell |
8,249
-1,252
| -13% | -$82.2K | 0.02% | 774 |
|
|
2022
Q3 | $633K | Sell |
9,501
-364
| -4% | -$24.3K | 0.03% | 686 |
|
|
2022
Q2 | $692K | Buy |
9,865
+150
| +2% | +$10.5K | 0.03% | 650 |
|
|
2022
Q1 | $651K | Buy |
9,715
+696
| +8% | +$46.6K | 0.03% | 689 |
|
|
2021
Q4 | $657K | Buy |
9,019
+5,796
| +180% | +$422K | 0.04% | 590 |
|
|
2021
Q3 | $216K | Buy |
+3,223
| New | +$216K | 0.02% | 906 |
|