Vanguard Personalized Indexing Management’s BWX Technologies BWXT Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.28M Buy
8,909
+978
+12% +$141K 0.01% 752
2025
Q1
$782K Buy
7,931
+597
+8% +$58.9K 0.01% 909
2024
Q4
$817K Buy
7,334
+731
+11% +$81.4K 0.01% 868
2024
Q3
$718K Buy
6,603
+785
+13% +$85.3K 0.01% 926
2024
Q2
$553K Sell
5,818
-810
-12% -$77K 0.01% 983
2024
Q1
$680K Buy
6,628
+47
+0.7% +$4.82K 0.01% 855
2023
Q4
$505K Buy
6,581
+2,076
+46% +$159K 0.01% 997
2023
Q3
$338K Buy
4,505
+1,167
+35% +$87.5K 0.01% 1067
2023
Q2
$239K Buy
3,338
+121
+4% +$8.66K 0.01% 1248
2023
Q1
$204K Buy
+3,217
New +$204K 0.01% 1330
2021
Q3
Sell
-3,540
Closed -$206K 989
2021
Q2
$206K Buy
+3,540
New +$206K 0.02% 887