VPIM
Vanguard Personalized Indexing Management’s Curtiss-Wright CW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.53M | Buy |
5,188
+891
| +21% | +$435K | 0.03% | 481 |
|
|
2025
Q1 | $1.36M | Sell |
4,297
-105
| -2% | -$33.3K | 0.02% | 640 |
|
|
2024
Q4 | $1.56M | Buy |
4,402
+435
| +11% | +$154K | 0.02% | 562 |
|
|
2024
Q3 | $1.3M | Buy |
3,967
+161
| +4% | +$52.9K | 0.02% | 642 |
|
|
2024
Q2 | $1.03M | Buy |
3,806
+214
| +6% | +$58K | 0.02% | 669 |
|
|
2024
Q1 | $919K | Sell |
3,592
-308
| -8% | -$78.8K | 0.02% | 706 |
|
|
2023
Q4 | $869K | Buy |
3,900
+1,274
| +49% | +$284K | 0.02% | 729 |
|
|
2023
Q3 | $514K | Buy |
2,626
+180
| +7% | +$35.2K | 0.02% | 859 |
|
|
2023
Q2 | $449K | Sell |
2,446
-96
| -4% | -$17.6K | 0.01% | 941 |
|
|
2023
Q1 | $448K | Buy |
2,542
+463
| +22% | +$81.6K | 0.02% | 927 |
|
|
2022
Q4 | $347K | Buy |
2,079
+396
| +24% | +$66.1K | 0.01% | 925 |
|
|
2022
Q3 | $234K | Buy |
1,683
+156
| +10% | +$21.7K | 0.01% | 1048 |
|
|
2022
Q2 | $202K | Buy |
1,527
+129
| +9% | +$17.1K | 0.01% | 1142 |
|
|
2022
Q1 | $210K | Buy |
+1,398
| New | +$210K | 0.01% | 1108 |
|