VPIM
Vanguard Personalized Indexing Management’s California Water Service CWT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $227K | Buy |
4,995
+155
| +3% | +$7.05K | ﹤0.01% | 1570 |
|
|
2025
Q1 | $235K | Buy |
+4,840
| New | +$235K | ﹤0.01% | 1450 |
|
|
2024
Q4 | – | Sell |
-4,035
| Closed | -$219K | – | 1827 |
|
|
2024
Q3 | $219K | Buy |
+4,035
| New | +$219K | ﹤0.01% | 1487 |
|
|
2024
Q2 | – | Sell |
-5,964
| Closed | -$277K | – | 1709 |
|
|
2024
Q1 | $277K | Sell |
5,964
-273
| -4% | -$12.7K | 0.01% | 1300 |
|
|
2023
Q4 | $324K | Buy |
6,237
+1,985
| +47% | +$103K | 0.01% | 1190 |
|
|
2023
Q3 | $201K | Sell |
4,252
-1,372
| -24% | -$64.9K | 0.01% | 1303 |
|
|
2023
Q2 | $290K | Sell |
5,624
-726
| -11% | -$37.5K | 0.01% | 1153 |
|
|
2023
Q1 | $370K | Buy |
6,350
+1,520
| +31% | +$88.5K | 0.01% | 1013 |
|
|
2022
Q4 | $293K | Sell |
4,830
-901
| -16% | -$54.6K | 0.01% | 988 |
|
|
2022
Q3 | $302K | Buy |
5,731
+128
| +2% | +$6.75K | 0.01% | 967 |
|
|
2022
Q2 | $311K | Buy |
5,603
+680
| +14% | +$37.7K | 0.01% | 976 |
|
|
2022
Q1 | $292K | Buy |
4,923
+1,074
| +28% | +$63.7K | 0.01% | 1000 |
|
|
2021
Q4 | $277K | Buy |
+3,849
| New | +$277K | 0.02% | 889 |
|