Vanguard Personalized Indexing Management’s Brookfield BN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | $3.44M | Sell |
|
|||||
|
2025
Q3 | $3.63M | Buy |
|
|||||
|
2025
Q2 | $3.12M | Buy |
|
|||||
|
2025
Q1 | $2.38M | Buy |
|
|||||
|
2024
Q4 | $2.33M | Sell |
|
|||||
|
2024
Q3 | $2.18M | Buy |
|
|||||
|
2024
Q2 | $1.56M | Buy |
|
|||||
|
2024
Q1 | $1.31M | Buy |
|
|||||
|
2023
Q4 | $695K | Sell |
|
|||||
|
2023
Q3 | $659K | Buy |
|
|||||
|
2023
Q2 | $534K | Buy |
|
|||||
|
2023
Q1 | $438K | Buy |
|
|||||
|
2022
Q4 | $354K | Sell |
|
|||||
|
2022
Q3 | $639K | Buy |
|
|||||
|
2022
Q2 | $507K | Buy |
|
|||||
|
2022
Q1 | $471K | Buy |
|
|||||
|
2021
Q4 | $430K | Buy |
|
|||||
|
2021
Q3 | $269K | Buy |
|
|||||
|
2021
Q2 | – | Sell |
|
|||||
|
2021
Q1 | $248K | Buy |
|
|||||
|
2020
Q4 | $215K | Buy |
|