Vanguard Personalized Indexing Management’s Everest Group EG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.69M | Buy |
4,979
+91
| +2% | +$30.9K | 0.02% | 626 |
|
|
2025
Q1 | $1.78M | Sell |
4,888
-284
| -5% | -$103K | 0.03% | 535 |
|
|
2024
Q4 | $1.87M | Buy |
5,172
+778
| +18% | +$282K | 0.03% | 499 |
|
|
2024
Q3 | $1.72M | Buy |
4,394
+1,414
| +47% | +$554K | 0.03% | 521 |
|
|
2024
Q2 | $1.11M | Buy |
2,980
+864
| +41% | +$323K | 0.02% | 629 |
|
|
2024
Q1 | $841K | Sell |
2,116
-1,256
| -37% | -$499K | 0.02% | 747 |
|
|
2023
Q4 | $1.19M | Sell |
3,372
-825
| -20% | -$292K | 0.03% | 547 |
|
|
2023
Q3 | $1.56M | Buy |
4,197
+160
| +4% | +$59.5K | 0.05% | 380 |
|
|
2023
Q2 | $1.38M | Buy |
4,037
+112
| +3% | +$38.3K | 0.04% | 432 |
|
|
2023
Q1 | $1.41M | Sell |
3,925
-70
| -2% | -$25.1K | 0.05% | 393 |
|
|
2022
Q4 | $1.32M | Buy |
3,995
+178
| +5% | +$59K | 0.05% | 401 |
|
|
2022
Q3 | $1M | Sell |
3,817
-236
| -6% | -$62K | 0.05% | 475 |
|
|
2022
Q2 | $1.14M | Buy |
4,053
+662
| +20% | +$186K | 0.05% | 403 |
|
|
2022
Q1 | $1.02M | Buy |
3,391
+325
| +11% | +$98K | 0.05% | 437 |
|
|
2021
Q4 | $840K | Buy |
3,066
+115
| +4% | +$31.5K | 0.05% | 480 |
|
|
2021
Q3 | $740K | Buy |
+2,951
| New | +$740K | 0.07% | 329 |
|
|
2021
Q2 | – | Sell |
-2,395
| Closed | -$594K | – | 928 |
|
|
2021
Q1 | $594K | Sell |
2,395
-283
| -11% | -$70.2K | 0.09% | 266 |
|
|
2020
Q4 | $627K | Sell |
2,678
-153
| -5% | -$35.8K | 0.14% | 172 |
|
|
2020
Q3 | $559K | Sell |
2,831
-964
| -25% | -$190K | 0.16% | 159 |
|
|
2020
Q2 | $783K | Sell |
3,795
-2,417
| -39% | -$499K | 0.36% | 60 |
|
|
2020
Q1 | $1.2M | Buy |
+6,212
| New | +$1.2M | 0.7% | 31 |
|