Vanguard Personalized Indexing Management’s Estee Lauder EL Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.94M | Buy |
24,037
+3,746
| +18% | +$303K | 0.02% | 581 |
|
2025
Q1 | $1.34M | Sell |
20,291
-2,485
| -11% | -$164K | 0.02% | 648 |
|
2024
Q4 | $1.71M | Buy |
22,776
+3,948
| +21% | +$296K | 0.03% | 533 |
|
2024
Q3 | $1.88M | Buy |
18,828
+1,913
| +11% | +$191K | 0.03% | 492 |
|
2024
Q2 | $1.77M | Sell |
16,915
-2,147
| -11% | -$224K | 0.03% | 444 |
|
2024
Q1 | $2.94M | Buy |
19,062
+5,456
| +40% | +$841K | 0.06% | 279 |
|
2023
Q4 | $1.99M | Sell |
13,606
-495
| -4% | -$72.4K | 0.05% | 344 |
|
2023
Q3 | $2.04M | Sell |
14,101
-392
| -3% | -$56.7K | 0.06% | 310 |
|
2023
Q2 | $2.85M | Sell |
14,493
-996
| -6% | -$196K | 0.09% | 221 |
|
2023
Q1 | $3.82M | Sell |
15,489
-556
| -3% | -$137K | 0.13% | 140 |
|
2022
Q4 | $3.98M | Sell |
16,045
-996
| -6% | -$247K | 0.16% | 114 |
|
2022
Q3 | $3.68M | Sell |
17,041
-21
| -0.1% | -$4.53K | 0.17% | 114 |
|
2022
Q2 | $4.35M | Buy |
17,062
+6,203
| +57% | +$1.58M | 0.2% | 85 |
|
2022
Q1 | $2.96M | Buy |
10,859
+1,745
| +19% | +$475K | 0.14% | 120 |
|
2021
Q4 | $3.37M | Buy |
9,114
+2,177
| +31% | +$806K | 0.2% | 89 |
|
2021
Q3 | $2.08M | Buy |
6,937
+109
| +2% | +$32.7K | 0.19% | 104 |
|
2021
Q2 | $2.17M | Buy |
6,828
+3,066
| +81% | +$975K | 0.23% | 83 |
|
2021
Q1 | $1.09M | Buy |
3,762
+1,472
| +64% | +$428K | 0.17% | 133 |
|
2020
Q4 | $610K | Buy |
2,290
+458
| +25% | +$122K | 0.13% | 177 |
|
2020
Q3 | $400K | Buy |
1,832
+493
| +37% | +$108K | 0.11% | 213 |
|
2020
Q2 | $253K | Buy |
+1,339
| New | +$253K | 0.11% | 235 |
|