Vanguard Personalized Indexing Management’s Badger Meter BMI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$906K	Buy	5,950 +422	+8%	+$66.2K	0.01%	984
2025 Q4	$964K	Buy	5,528 +25	+0.5%	+$4.5K	0.01%	927
2025 Q3	$983K	Sell	5,503 -11	-0.2%	-$2.16K	0.01%	916
2025 Q2	$1.35M	Buy	5,514 +265	+5%	+$60K	0.02%	724
2025 Q1	$999K	Buy	5,249 +167	+3%	+$34.8K	0.01%	786
2024 Q4	$1.08M	Sell	5,082 -598	-11%	-$130K	0.02%	745
2024 Q3	$1.24M	Buy	5,680 +145	+3%	+$29.1K	0.02%	664
2024 Q2	$1.03M	Sell	5,535 -582	-10%	-$106K	0.02%	668
2024 Q1	$990K	Buy	6,117 +7	+0.1%	+$1.07K	0.02%	664
2023 Q4	$943K	Sell	6,110 -3,824	-38%	-$557K	0.02%	684
2023 Q3	$1.43M	Buy	9,934 +183	+2%	+$28.9K	0.04%	410
2023 Q2	$1.44M	Buy	9,751 +337	+4%	+$46.4K	0.04%	415
2023 Q1	$1.15M	Buy	9,414 +1,064	+13%	+$124K	0.04%	465
2022 Q4	$910K	Buy	8,350 +1,018	+14%	+$111K	0.04%	547
2022 Q3	$677K	Buy	7,332 +1,463	+25%	+$136K	0.03%	657
2022 Q2	$475K	Buy	5,869 +3,042	+108%	+$251K	0.02%	841
2022 Q1	$282K	Buy	+2,827	New	+$277K	0.01%	1013