Vanguard Personalized Indexing Management’s British American Tobacco BTI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.22M | Buy |
68,051
+10,000
| +17% | +$473K | 0.04% | 417 |
|
|
2025
Q1 | $2.4M | Buy |
58,051
+6,758
| +13% | +$280K | 0.04% | 430 |
|
|
2024
Q4 | $1.86M | Buy |
51,293
+12,174
| +31% | +$442K | 0.03% | 502 |
|
|
2024
Q3 | $1.43M | Buy |
39,119
+7,741
| +25% | +$283K | 0.02% | 606 |
|
|
2024
Q2 | $969K | Sell |
31,378
-4,515
| -13% | -$139K | 0.02% | 693 |
|
|
2024
Q1 | $1.09M | Sell |
35,893
-206
| -0.6% | -$6.28K | 0.02% | 616 |
|
|
2023
Q4 | $1.06M | Sell |
36,099
-1,722
| -5% | -$50.4K | 0.03% | 621 |
|
|
2023
Q3 | $1.19M | Buy |
37,821
+11,358
| +43% | +$357K | 0.04% | 481 |
|
|
2023
Q2 | $879K | Buy |
26,463
+1,895
| +8% | +$62.9K | 0.03% | 625 |
|
|
2023
Q1 | $863K | Sell |
24,568
-110
| -0.4% | -$3.86K | 0.03% | 603 |
|
|
2022
Q4 | $987K | Sell |
24,678
-1,524
| -6% | -$60.9K | 0.04% | 506 |
|
|
2022
Q3 | $930K | Buy |
26,202
+1,747
| +7% | +$62K | 0.04% | 513 |
|
|
2022
Q2 | $1.05M | Buy |
24,455
+3,862
| +19% | +$166K | 0.05% | 440 |
|
|
2022
Q1 | $868K | Buy |
20,593
+8,680
| +73% | +$366K | 0.04% | 531 |
|
|
2021
Q4 | $446K | Buy |
11,913
+3,101
| +35% | +$116K | 0.03% | 737 |
|
|
2021
Q3 | $311K | Buy |
8,812
+888
| +11% | +$31.3K | 0.03% | 752 |
|
|
2021
Q2 | $312K | Sell |
7,924
-391
| -5% | -$15.4K | 0.03% | 713 |
|
|
2021
Q1 | $322K | Sell |
8,315
-657
| -7% | -$25.4K | 0.05% | 472 |
|
|
2020
Q4 | $336K | Buy |
8,972
+2,312
| +35% | +$86.6K | 0.07% | 326 |
|
|
2020
Q3 | $241K | Sell |
6,660
-1,651
| -20% | -$59.7K | 0.07% | 345 |
|
|
2020
Q2 | $323K | Buy |
8,311
+1,946
| +31% | +$75.6K | 0.15% | 174 |
|
|
2020
Q1 | $218K | Buy |
+6,365
| New | +$218K | 0.13% | 208 |
|