VPIM
Vanguard Personalized Indexing Management’s EPR Properties EPR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.12M | Buy |
19,160
+933
| +5% | +$54.4K | 0.01% | 824 |
|
|
2025
Q1 | $959K | Buy |
18,227
+1,049
| +6% | +$55.2K | 0.01% | 805 |
|
|
2024
Q4 | $761K | Buy |
17,178
+3,951
| +30% | +$175K | 0.01% | 913 |
|
|
2024
Q3 | $649K | Buy |
13,227
+1,115
| +9% | +$54.7K | 0.01% | 980 |
|
|
2024
Q2 | $508K | Buy |
12,112
+406
| +3% | +$17K | 0.01% | 1026 |
|
|
2024
Q1 | $497K | Sell |
11,706
-592
| -5% | -$25.1K | 0.01% | 1026 |
|
|
2023
Q4 | $596K | Sell |
12,298
-6,158
| -33% | -$298K | 0.02% | 904 |
|
|
2023
Q3 | $767K | Buy |
18,456
+654
| +4% | +$27.2K | 0.02% | 694 |
|
|
2023
Q2 | $833K | Buy |
17,802
+1,547
| +10% | +$72.4K | 0.03% | 652 |
|
|
2023
Q1 | $619K | Buy |
+16,255
| New | +$619K | 0.02% | 771 |
|
|
2022
Q2 | – | Sell |
-4,136
| Closed | -$226K | – | 1286 |
|
|
2022
Q1 | $226K | Buy |
+4,136
| New | +$226K | 0.01% | 1076 |
|
|
2021
Q2 | – | Sell |
-4,646
| Closed | -$216K | – | 931 |
|
|
2021
Q1 | $216K | Buy |
+4,646
| New | +$216K | 0.03% | 651 |
|