VPIM
Vanguard Personalized Indexing Management’s Donaldson DCI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $818K | Buy |
11,788
+315
| +3% | +$21.8K | 0.01% | 962 |
|
|
2025
Q1 | $769K | Buy |
11,473
+1,632
| +17% | +$109K | 0.01% | 918 |
|
|
2024
Q4 | $663K | Buy |
9,841
+552
| +6% | +$37.2K | 0.01% | 976 |
|
|
2024
Q3 | $685K | Sell |
9,289
-2,075
| -18% | -$153K | 0.01% | 945 |
|
|
2024
Q2 | $813K | Buy |
11,364
+146
| +1% | +$10.4K | 0.02% | 773 |
|
|
2024
Q1 | $838K | Sell |
11,218
-293
| -3% | -$21.9K | 0.02% | 750 |
|
|
2023
Q4 | $752K | Sell |
11,511
-7,241
| -39% | -$473K | 0.02% | 787 |
|
|
2023
Q3 | $1.12M | Buy |
18,752
+1,050
| +6% | +$62.6K | 0.03% | 509 |
|
|
2023
Q2 | $1.11M | Sell |
17,702
-557
| -3% | -$34.8K | 0.03% | 524 |
|
|
2023
Q1 | $1.19M | Buy |
18,259
+1,192
| +7% | +$77.9K | 0.04% | 448 |
|
|
2022
Q4 | $1M | Buy |
17,067
+6,390
| +60% | +$376K | 0.04% | 498 |
|
|
2022
Q3 | $523K | Buy |
10,677
+2,079
| +24% | +$102K | 0.02% | 772 |
|
|
2022
Q2 | $414K | Buy |
8,598
+4,347
| +102% | +$209K | 0.02% | 878 |
|
|
2022
Q1 | $221K | Buy |
+4,251
| New | +$221K | 0.01% | 1082 |
|
|
2021
Q4 | – | Sell |
-6,327
| Closed | -$363K | – | 1070 |
|
|
2021
Q3 | $363K | Sell |
6,327
-391
| -6% | -$22.4K | 0.03% | 685 |
|
|
2021
Q2 | $427K | Buy |
+6,718
| New | +$427K | 0.04% | 559 |
|