Vanguard Personalized Indexing Management’s Enterprise Products Partners EPD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.7M | Buy |
151,631
+9,979
| +7% | +$309K | 0.05% | 309 |
|
|
2025
Q1 | $4.84M | Buy |
141,652
+683
| +0.5% | +$23.3K | 0.07% | 246 |
|
|
2024
Q4 | $4.42M | Sell |
140,969
-1,017
| -0.7% | -$31.9K | 0.07% | 254 |
|
|
2024
Q3 | $4.13M | Sell |
141,986
-526
| -0.4% | -$15.3K | 0.07% | 261 |
|
|
2024
Q2 | $4.11M | Buy |
142,512
+12,015
| +9% | +$347K | 0.08% | 219 |
|
|
2024
Q1 | $3.81M | Buy |
+130,497
| New | +$3.81M | 0.08% | 221 |
|