Vanguard Personalized Indexing Management’s Carpenter Technology CRS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.32M | Buy |
4,758
+1,232
| +35% | +$341K | 0.01% | 739 |
|
|
2025
Q1 | $639K | Buy |
3,526
+413
| +13% | +$74.8K | 0.01% | 1003 |
|
|
2024
Q4 | $528K | Buy |
3,113
+247
| +9% | +$41.9K | 0.01% | 1085 |
|
|
2024
Q3 | $457K | Buy |
2,866
+202
| +8% | +$32.2K | 0.01% | 1132 |
|
|
2024
Q2 | $292K | Sell |
2,664
-424
| -14% | -$46.5K | 0.01% | 1285 |
|
|
2024
Q1 | $221K | Buy |
3,088
+39
| +1% | +$2.79K | ﹤0.01% | 1408 |
|
|
2023
Q4 | $216K | Buy |
+3,049
| New | +$216K | 0.01% | 1381 |
|