Vanguard Personalized Indexing Management’s Canadian Imperial Bank of Commerce CM Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.56M Buy
36,154
+4,409
+14% +$312K 0.03% 476
2025
Q1
$1.79M Buy
31,745
+1,607
+5% +$90.5K 0.03% 531
2024
Q4
$1.91M Buy
30,138
+3,040
+11% +$192K 0.03% 491
2024
Q3
$1.66M Buy
27,098
+3,257
+14% +$200K 0.03% 536
2024
Q2
$1.13M Buy
23,841
+2,209
+10% +$104K 0.02% 621
2024
Q1
$1.1M Buy
21,632
+2,751
+15% +$140K 0.02% 612
2023
Q4
$909K Buy
18,881
+8,718
+86% +$420K 0.02% 703
2023
Q3
$392K Sell
10,163
-3,983
-28% -$154K 0.01% 999
2023
Q2
$604K Buy
14,146
+887
+7% +$37.9K 0.02% 813
2023
Q1
$562K Buy
13,259
+1,708
+15% +$72.5K 0.02% 817
2022
Q4
$467K Buy
11,551
+3,248
+39% +$131K 0.02% 824
2022
Q3
$363K Sell
8,303
-3,913
-32% -$171K 0.02% 899
2022
Q2
$593K Buy
12,216
+1,202
+11% +$58.3K 0.03% 732
2022
Q1
$670K Buy
11,014
+3,580
+48% +$218K 0.03% 670
2021
Q4
$433K Buy
7,434
+874
+13% +$50.9K 0.03% 749
2021
Q3
$365K Buy
6,560
+1,462
+29% +$81.3K 0.03% 680
2021
Q2
$290K Sell
5,098
-464
-8% -$26.4K 0.03% 744
2021
Q1
$272K Sell
5,562
-118
-2% -$5.77K 0.04% 542
2020
Q4
$243K Buy
+5,680
New +$243K 0.05% 446
2020
Q2
Sell
-7,644
Closed -$222K 361
2020
Q1
$222K Buy
+7,644
New +$222K 0.13% 203