VPIM
Vanguard Personalized Indexing Management’s Burlington BURL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.76M | Buy |
7,569
+291
| +4% | +$67.7K | 0.02% | 612 |
|
|
2025
Q1 | $1.73M | Buy |
7,278
+590
| +9% | +$141K | 0.03% | 544 |
|
|
2024
Q4 | $1.91M | Buy |
6,688
+132
| +2% | +$37.6K | 0.03% | 490 |
|
|
2024
Q3 | $1.73M | Buy |
6,556
+618
| +10% | +$163K | 0.03% | 520 |
|
|
2024
Q2 | $1.43M | Buy |
5,938
+392
| +7% | +$94.1K | 0.03% | 530 |
|
|
2024
Q1 | $1.29M | Sell |
5,546
-1,165
| -17% | -$271K | 0.03% | 542 |
|
|
2023
Q4 | $1.31M | Buy |
6,711
+3,114
| +87% | +$606K | 0.03% | 508 |
|
|
2023
Q3 | $487K | Buy |
3,597
+153
| +4% | +$20.7K | 0.01% | 887 |
|
|
2023
Q2 | $542K | Sell |
3,444
-415
| -11% | -$65.3K | 0.02% | 859 |
|
|
2023
Q1 | $780K | Sell |
3,859
-3,163
| -45% | -$639K | 0.03% | 659 |
|
|
2022
Q4 | $1.42M | Buy |
7,022
+4,582
| +188% | +$929K | 0.06% | 375 |
|
|
2022
Q3 | $273K | Buy |
2,440
+216
| +10% | +$24.2K | 0.01% | 999 |
|
|
2022
Q2 | $303K | Buy |
2,224
+495
| +29% | +$67.4K | 0.01% | 986 |
|
|
2022
Q1 | $315K | Sell |
1,729
-56
| -3% | -$10.2K | 0.02% | 983 |
|
|
2021
Q4 | $520K | Buy |
1,785
+626
| +54% | +$182K | 0.03% | 690 |
|
|
2021
Q3 | $329K | Sell |
1,159
-746
| -39% | -$212K | 0.03% | 725 |
|
|
2021
Q2 | $613K | Buy |
1,905
+1,037
| +119% | +$334K | 0.06% | 392 |
|
|
2021
Q1 | $259K | Buy |
+868
| New | +$259K | 0.04% | 562 |
|