Vanguard Personalized Indexing Management’s Dow Inc DOW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.18M | Buy |
120,063
+44,273
| +58% | +$1.17M | 0.04% | 420 |
|
|
2025
Q1 | $2.65M | Sell |
75,790
-6,346
| -8% | -$222K | 0.04% | 403 |
|
|
2024
Q4 | $3.3M | Buy |
82,136
+23,886
| +41% | +$959K | 0.05% | 327 |
|
|
2024
Q3 | $3.18M | Sell |
58,250
-7,127
| -11% | -$389K | 0.05% | 327 |
|
|
2024
Q2 | $3.21M | Buy |
65,377
+7,075
| +12% | +$348K | 0.06% | 282 |
|
|
2024
Q1 | $3.38M | Buy |
58,302
+12,830
| +28% | +$743K | 0.07% | 248 |
|
|
2023
Q4 | $2.49M | Sell |
45,472
-19,681
| -30% | -$1.08M | 0.06% | 291 |
|
|
2023
Q3 | $3.36M | Buy |
65,153
+2,715
| +4% | +$140K | 0.1% | 187 |
|
|
2023
Q2 | $3.33M | Buy |
62,438
+4,928
| +9% | +$262K | 0.1% | 188 |
|
|
2023
Q1 | $3.15M | Buy |
57,510
+5,901
| +11% | +$324K | 0.11% | 182 |
|
|
2022
Q4 | $2.6M | Buy |
51,609
+22,046
| +75% | +$1.11M | 0.11% | 188 |
|
|
2022
Q3 | $1.3M | Buy |
29,563
+1,848
| +7% | +$81.2K | 0.06% | 362 |
|
|
2022
Q2 | $1.43M | Sell |
27,715
-9,875
| -26% | -$510K | 0.07% | 300 |
|
|
2022
Q1 | $2.4M | Buy |
37,590
+22,388
| +147% | +$1.43M | 0.12% | 163 |
|
|
2021
Q4 | $862K | Sell |
15,202
-1,185
| -7% | -$67.2K | 0.05% | 472 |
|
|
2021
Q3 | $943K | Buy |
16,387
+4,637
| +39% | +$267K | 0.08% | 242 |
|
|
2021
Q2 | $744K | Buy |
11,750
+524
| +5% | +$33.2K | 0.08% | 320 |
|
|
2021
Q1 | $718K | Buy |
11,226
+7,171
| +177% | +$459K | 0.11% | 219 |
|
|
2020
Q4 | $225K | Buy |
+4,055
| New | +$225K | 0.05% | 465 |
|