Vanguard Personalized Indexing Management’s Chemed CHE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $435K | Sell |
1,151
-363
| -24% | -$155K | ﹤0.01% | 1388 |
|
|
2025
Q4 | $648K | Sell |
1,514
-363
| -19% | -$158K | 0.01% | 1114 |
|
|
2025
Q3 | $840K | Buy |
1,877
+117
| +7% | +$53K | 0.01% | 995 |
|
|
2025
Q2 | $857K | Buy |
1,760
+136
| +8% | +$77.5K | 0.01% | 935 |
|
|
2025
Q1 | $999K | Buy |
1,624
+332
| +26% | +$189K | 0.01% | 784 |
|
|
2024
Q4 | $685K | Buy |
1,292
+135
| +12% | +$76.1K | 0.01% | 958 |
|
|
2024
Q3 | $695K | Buy |
1,157
+55
| +5% | +$31.2K | 0.01% | 939 |
|
|
2024
Q2 | $556K | Sell |
1,102
-98
| -8% | -$56.1K | 0.01% | 980 |
|
|
2024
Q1 | $770K | Sell |
1,200
-105
| -8% | -$63.8K | 0.02% | 798 |
|
|
2023
Q4 | $763K | Buy |
1,305
+464
| +55% | +$260K | 0.02% | 782 |
|
|
2023
Q3 | $437K | Sell |
841
-217
| -21% | -$113K | 0.01% | 936 |
|
|
2023
Q2 | $573K | Buy |
1,058
+48
| +5% | +$26.2K | 0.02% | 838 |
|
|
2023
Q1 | $543K | Buy |
1,010
+583
| +137% | +$297K | 0.02% | 833 |
|
|
2022
Q4 | $218K | Sell |
427
-467
| -52% | -$227K | 0.01% | 1112 |
|
|
2022
Q3 | $390K | Buy |
894
+207
| +30% | +$99.5K | 0.02% | 866 |
|
|
2022
Q2 | $322K | Sell |
687
-451
| -40% | -$220K | 0.01% | 964 |
|
|
2022
Q1 | $576K | Sell |
1,138
-882
| -44% | -$423K | 0.03% | 768 |
|
|
2021
Q4 | $1.07M | Buy |
2,020
+1,458
| +259% | +$700K | 0.06% | 359 |
|
|
2021
Q3 | $261K | Buy |
+562
| New | +$265K | 0.02% | 830 |
|
|
2021
Q1 | – | Sell |
-483
| Closed | -$257K | – | 727 |
|
|
2020
Q4 | $257K | Buy |
483
+22
| +5% | +$10.8K | 0.06% | 423 |
|
|
2020
Q3 | $221K | Sell |
461
-15
| -3% | -$7.36K | 0.06% | 373 |
|
|
2020
Q2 | $215K | Buy |
+476
| New | +$213K | 0.1% | 277 |
|
Other funds holding CHE
VPM
VCM
