Vanguard Personalized Indexing Management’s Chesapeake Utilities CPK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $468K | Buy |
3,893
+264
| +7% | +$31.7K | 0.01% | 1229 |
|
|
2025
Q1 | $466K | Buy |
3,629
+50
| +1% | +$6.42K | 0.01% | 1152 |
|
|
2024
Q4 | $434K | Buy |
3,579
+249
| +7% | +$30.2K | 0.01% | 1182 |
|
|
2024
Q3 | $413K | Buy |
3,330
+627
| +23% | +$77.9K | 0.01% | 1191 |
|
|
2024
Q2 | $287K | Buy |
2,703
+532
| +25% | +$56.5K | 0.01% | 1293 |
|
|
2024
Q1 | $233K | Buy |
+2,171
| New | +$233K | 0.01% | 1388 |
|