Vanguard Personalized Indexing Management’s Casella Waste Systems CWST Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$910K Buy
11,469
+2,854
+33% +$273K 0.01% 982
2025
Q4
$844K Buy
8,615
+3,894
+82% +$361K 0.01% 1004
2025
Q3
$448K Buy
4,721
+600
+15% +$60.4K ﹤0.01% 1285
2025
Q2
$476K Buy
4,121
+749
+22% +$86.5K 0.01% 1217
2025
Q1
$376K Buy
3,372
+25
+0.7% +$2.73K 0.01% 1242
2024
Q4
$354K Sell
3,347
-44
-1% -$4.65K 0.01% 1272
2024
Q3
$337K Buy
3,391
+648
+24% +$67.1K 0.01% 1287
2024
Q2
$272K Buy
2,743
+311
+13% +$30K 0.01% 1313
2024
Q1
$240K Buy
+2,432
New +$218K 0.01% 1374

Other funds holding CWST