Vanguard Personalized Indexing Management’s BP BP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.3M | Sell |
76,690
-33,855
| -31% | -$1.01M | 0.03% | 519 |
|
|
2025
Q1 | $3.74M | Buy |
110,545
+9,795
| +10% | +$331K | 0.06% | 311 |
|
|
2024
Q4 | $2.98M | Buy |
100,750
+14,898
| +17% | +$440K | 0.05% | 350 |
|
|
2024
Q3 | $2.69M | Sell |
85,852
-5,274
| -6% | -$166K | 0.04% | 372 |
|
|
2024
Q2 | $3.27M | Buy |
91,126
+13,584
| +18% | +$488K | 0.06% | 279 |
|
|
2024
Q1 | $2.92M | Buy |
77,542
+3,103
| +4% | +$117K | 0.06% | 280 |
|
|
2023
Q4 | $2.64M | Buy |
74,439
+6,410
| +9% | +$227K | 0.07% | 272 |
|
|
2023
Q3 | $2.63M | Buy |
68,029
+4,116
| +6% | +$159K | 0.08% | 247 |
|
|
2023
Q2 | $2.26M | Buy |
63,913
+4,634
| +8% | +$164K | 0.07% | 281 |
|
|
2023
Q1 | $2.25M | Buy |
59,279
+2,885
| +5% | +$109K | 0.08% | 252 |
|
|
2022
Q4 | $1.97M | Sell |
56,394
-773
| -1% | -$27K | 0.08% | 263 |
|
|
2022
Q3 | $1.63M | Buy |
57,167
+12,101
| +27% | +$345K | 0.07% | 279 |
|
|
2022
Q2 | $1.28M | Buy |
45,066
+6,359
| +16% | +$180K | 0.06% | 352 |
|
|
2022
Q1 | $1.14M | Buy |
38,707
+8,821
| +30% | +$259K | 0.06% | 385 |
|
|
2021
Q4 | $796K | Buy |
29,886
+7,466
| +33% | +$199K | 0.05% | 505 |
|
|
2021
Q3 | $613K | Buy |
22,420
+5,786
| +35% | +$158K | 0.06% | 418 |
|
|
2021
Q2 | $439K | Sell |
16,634
-548
| -3% | -$14.5K | 0.05% | 546 |
|
|
2021
Q1 | $418K | Buy |
17,182
+1,612
| +10% | +$39.2K | 0.06% | 378 |
|
|
2020
Q4 | $319K | Buy |
+15,570
| New | +$319K | 0.07% | 345 |
|
|
2020
Q3 | – | Sell |
-12,840
| Closed | -$299K | – | 471 |
|
|
2020
Q2 | $299K | Buy |
+12,840
| New | +$299K | 0.14% | 193 |
|