Vanguard Personalized Indexing Management’s California Water Service CWT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $264K | Buy |
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|
2025
Q2 | $227K | Buy |
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|
2025
Q1 | $235K | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $219K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $277K | Sell |
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|
2023
Q4 | $324K | Buy |
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|
2023
Q3 | $201K | Sell |
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|
2023
Q2 | $290K | Sell |
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|
2023
Q1 | $370K | Buy |
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|
2022
Q4 | $293K | Sell |
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|
2022
Q3 | $302K | Buy |
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|
2022
Q2 | $311K | Buy |
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|
2022
Q1 | $292K | Buy |
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|
2021
Q4 | $277K | Buy |
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