VPIM
Vanguard Personalized Indexing Management’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $436K | Hold |
3,754
| – | – | ﹤0.01% | 1266 |
|
|
2025
Q1 | $384K | Hold |
3,754
| – | – | 0.01% | 1235 |
|
|
2024
Q4 | $414K | Hold |
3,754
| – | – | 0.01% | 1200 |
|
|
2024
Q3 | $408K | Hold |
3,754
| – | – | 0.01% | 1196 |
|
|
2024
Q2 | $390K | Buy |
+3,754
| New | +$390K | 0.01% | 1146 |
|
|
2022
Q2 | – | Sell |
-2,648
| Closed | -$229K | – | 1282 |
|
|
2022
Q1 | $229K | Hold |
2,648
| – | – | 0.01% | 1071 |
|
|
2021
Q4 | $246K | Hold |
2,648
| – | – | 0.01% | 931 |
|
|
2021
Q3 | $220K | Hold |
2,648
| – | – | 0.02% | 895 |
|
|
2021
Q2 | $219K | Hold |
2,648
| – | – | 0.02% | 861 |
|
|
2021
Q1 | $202K | Sell |
2,648
-1,106
| -29% | -$84.4K | 0.03% | 673 |
|
|
2020
Q4 | $269K | Buy |
3,754
+1,877
| +100% | +$135K | 0.06% | 408 |
|
|
2020
Q3 | $240K | Buy |
+1,877
| New | +$240K | 0.07% | 348 |
|