Vanguard Personalized Indexing Management’s CBRE Group CBRE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.94M | Buy |
49,507
+7,222
| +17% | +$1.01M | 0.08% | 215 |
|
|
2025
Q1 | $5.53M | Buy |
42,285
+3,484
| +9% | +$456K | 0.08% | 220 |
|
|
2024
Q4 | $5.09M | Buy |
38,801
+1,375
| +4% | +$181K | 0.08% | 219 |
|
|
2024
Q3 | $4.66M | Buy |
37,426
+4,298
| +13% | +$535K | 0.08% | 233 |
|
|
2024
Q2 | $2.95M | Buy |
33,128
+4,659
| +16% | +$415K | 0.06% | 308 |
|
|
2024
Q1 | $2.77M | Buy |
28,469
+3,225
| +13% | +$314K | 0.06% | 293 |
|
|
2023
Q4 | $2.35M | Sell |
25,244
-5,330
| -17% | -$496K | 0.06% | 305 |
|
|
2023
Q3 | $2.26M | Buy |
30,574
+1,210
| +4% | +$89.4K | 0.07% | 283 |
|
|
2023
Q2 | $2.37M | Buy |
29,364
+4,739
| +19% | +$382K | 0.07% | 271 |
|
|
2023
Q1 | $1.79M | Buy |
24,625
+811
| +3% | +$59K | 0.06% | 329 |
|
|
2022
Q4 | $1.83M | Buy |
23,814
+2,178
| +10% | +$168K | 0.08% | 282 |
|
|
2022
Q3 | $1.46M | Buy |
21,636
+2,289
| +12% | +$155K | 0.07% | 312 |
|
|
2022
Q2 | $1.42M | Buy |
19,347
+5,454
| +39% | +$401K | 0.07% | 302 |
|
|
2022
Q1 | $1.27M | Sell |
13,893
-1,396
| -9% | -$128K | 0.06% | 332 |
|
|
2021
Q4 | $1.66M | Buy |
15,289
+2,760
| +22% | +$299K | 0.1% | 211 |
|
|
2021
Q3 | $1.22M | Buy |
12,529
+2,843
| +29% | +$277K | 0.11% | 184 |
|
|
2021
Q2 | $830K | Buy |
9,686
+4,792
| +98% | +$411K | 0.09% | 269 |
|
|
2021
Q1 | $387K | Buy |
+4,894
| New | +$387K | 0.06% | 407 |
|