Vanguard Personalized Indexing Management’s Brown & Brown BRO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.18M | Buy |
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|
2025
Q1 | $3.16M | Buy |
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|
2024
Q4 | $2.45M | Buy |
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|
2024
Q3 | $2.39M | Buy |
|
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|
2024
Q2 | $1.74M | Buy |
|
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|
2024
Q1 | $1.32M | Buy |
|
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|
2023
Q4 | $802K | Sell |
|
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|
2023
Q3 | $942K | Sell |
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|
2023
Q2 | $951K | Buy |
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|
2023
Q1 | $788K | Sell |
|
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|
2022
Q4 | $1.06M | Sell |
|
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|
2022
Q3 | $1.14M | Buy |
|
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|
2022
Q2 | $993K | Buy |
|
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|
2022
Q1 | $1.09M | Buy |
|
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|
2021
Q4 | $971K | Buy |
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|
2021
Q3 | $707K | Buy |
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|
2021
Q2 | $665K | Buy |
|