Vanguard Personalized Indexing Management’s CDW CDW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.04M | Sell |
8,572
-298
| -3% | -$37.7K | 0.01% | 914 |
|
|
2025
Q4 | $1.21M | Sell |
8,870
-8,891
| -50% | -$1.31M | 0.01% | 820 |
|
|
2025
Q3 | $2.83M | Sell |
17,761
-3,567
| -17% | -$606K | 0.03% | 466 |
|
|
2025
Q2 | $3.81M | Buy |
21,328
+7,644
| +56% | +$1.3M | 0.04% | 364 |
|
|
2025
Q1 | $2.19M | Sell |
13,684
-171
| -1% | -$31.1K | 0.03% | 465 |
|
|
2024
Q4 | $2.41M | Buy |
13,855
+766
| +6% | +$149K | 0.04% | 421 |
|
|
2024
Q3 | $2.96M | Sell |
13,089
-31
| -0.2% | -$6.88K | 0.05% | 336 |
|
|
2024
Q2 | $2.93M | Sell |
13,120
-53
| -0.4% | -$12.3K | 0.06% | 309 |
|
|
2024
Q1 | $3.37M | Buy |
13,173
+1,595
| +14% | +$379K | 0.07% | 250 |
|
|
2023
Q4 | $2.63M | Buy |
11,578
+139
| +1% | +$29.5K | 0.07% | 274 |
|
|
2023
Q3 | $2.31M | Buy |
11,439
+2,491
| +28% | +$497K | 0.07% | 278 |
|
|
2023
Q2 | $1.64M | Sell |
8,948
-461
| -5% | -$80.5K | 0.05% | 362 |
|
|
2023
Q1 | $1.83M | Buy |
9,409
+1,383
| +17% | +$272K | 0.06% | 319 |
|
|
2022
Q4 | $1.43M | Buy |
8,026
+133
| +2% | +$23.4K | 0.06% | 371 |
|
|
2022
Q3 | $1.23M | Buy |
7,893
+1,121
| +17% | +$192K | 0.06% | 391 |
|
|
2022
Q2 | $1.07M | Buy |
6,772
+613
| +10% | +$103K | 0.05% | 434 |
|
|
2022
Q1 | $1.1M | Sell |
6,159
-1,668
| -21% | -$305K | 0.05% | 400 |
|
|
2021
Q4 | $1.6M | Buy |
7,827
+898
| +13% | +$171K | 0.09% | 222 |
|
|
2021
Q3 | $1.26M | Buy |
6,929
+204
| +3% | +$38.5K | 0.11% | 177 |
|
|
2021
Q2 | $1.18M | Buy |
6,725
+3,849
| +134% | +$663K | 0.12% | 161 |
|
|
2021
Q1 | $477K | Buy |
+2,876
| New | +$429K | 0.07% | 335 |
|
Other funds holding CDW
VCM
VPM
