Vanguard Personalized Indexing Management’s Everest Group EG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.69M | Buy |
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|
2025
Q1 | $1.78M | Sell |
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|
2024
Q4 | $1.87M | Buy |
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|
2024
Q3 | $1.72M | Buy |
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|
2024
Q2 | $1.11M | Buy |
|
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|
2024
Q1 | $841K | Sell |
|
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|
2023
Q4 | $1.19M | Sell |
|
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|
2023
Q3 | $1.56M | Buy |
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|
2023
Q2 | $1.38M | Buy |
|
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|
2023
Q1 | $1.41M | Sell |
|
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|
2022
Q4 | $1.32M | Buy |
|
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|
2022
Q3 | $1M | Sell |
|
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|
2022
Q2 | $1.14M | Buy |
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|
2022
Q1 | $1.02M | Buy |
|
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|
2021
Q4 | $840K | Buy |
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|
2021
Q3 | $740K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $594K | Sell |
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|
2020
Q4 | $627K | Sell |
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|
2020
Q3 | $559K | Sell |
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|
2020
Q2 | $783K | Sell |
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|
2020
Q1 | $1.2M | Buy |
|