Vanguard Personalized Indexing Management’s Dominion Energy D Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.58M | Buy |
134,034
+17,204
| +15% | +$972K | 0.09% | 200 |
|
|
2025
Q1 | $6.55M | Buy |
116,830
+12,118
| +12% | +$679K | 0.1% | 183 |
|
|
2024
Q4 | $5.64M | Buy |
104,712
+1,488
| +1% | +$80.1K | 0.09% | 196 |
|
|
2024
Q3 | $5.97M | Buy |
103,224
+10,751
| +12% | +$621K | 0.1% | 172 |
|
|
2024
Q2 | $4.53M | Buy |
92,473
+13,357
| +17% | +$654K | 0.09% | 194 |
|
|
2024
Q1 | $3.89M | Buy |
79,116
+5,722
| +8% | +$281K | 0.08% | 215 |
|
|
2023
Q4 | $3.45M | Buy |
73,394
+22,722
| +45% | +$1.07M | 0.09% | 206 |
|
|
2023
Q3 | $2.26M | Buy |
50,672
+607
| +1% | +$27.1K | 0.07% | 282 |
|
|
2023
Q2 | $2.59M | Buy |
50,065
+4,740
| +10% | +$245K | 0.08% | 240 |
|
|
2023
Q1 | $2.53M | Buy |
45,325
+22,404
| +98% | +$1.25M | 0.09% | 231 |
|
|
2022
Q4 | $1.41M | Sell |
22,921
-9,903
| -30% | -$607K | 0.06% | 382 |
|
|
2022
Q3 | $2.27M | Buy |
32,824
+6,932
| +27% | +$479K | 0.1% | 201 |
|
|
2022
Q2 | $2.07M | Buy |
25,892
+2,949
| +13% | +$235K | 0.1% | 203 |
|
|
2022
Q1 | $1.95M | Buy |
22,943
+6,436
| +39% | +$547K | 0.09% | 200 |
|
|
2021
Q4 | $1.3M | Buy |
16,507
+6,577
| +66% | +$517K | 0.08% | 283 |
|
|
2021
Q3 | $725K | Buy |
9,930
+1,357
| +16% | +$99.1K | 0.07% | 334 |
|
|
2021
Q2 | $631K | Buy |
8,573
+384
| +5% | +$28.3K | 0.07% | 381 |
|
|
2021
Q1 | $622K | Buy |
8,189
+4,071
| +99% | +$309K | 0.09% | 254 |
|
|
2020
Q4 | $310K | Buy |
4,118
+91
| +2% | +$6.85K | 0.07% | 362 |
|
|
2020
Q3 | $318K | Buy |
4,027
+858
| +27% | +$67.8K | 0.09% | 272 |
|
|
2020
Q2 | $257K | Sell |
3,169
-6,400
| -67% | -$519K | 0.12% | 228 |
|
|
2020
Q1 | $691K | Buy |
+9,569
| New | +$691K | 0.4% | 68 |
|