Vanguard Personalized Indexing Management’s Erie Indemnity ERIE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $798K | Buy |
3,176
+232
| +8% | +$62.3K | 0.01% | 1040 |
|
|
2025
Q4 | $844K | Buy |
2,944
+140
| +5% | +$41.8K | 0.01% | 1003 |
|
|
2025
Q3 | $892K | Buy |
2,804
+326
| +13% | +$113K | 0.01% | 962 |
|
|
2025
Q2 | $859K | Sell |
2,478
-23
| -0.9% | -$8.53K | 0.01% | 933 |
|
|
2025
Q1 | $1.05M | Buy |
2,501
+408
| +19% | +$166K | 0.02% | 762 |
|
|
2024
Q4 | $863K | Sell |
2,093
-75
| -3% | -$33.6K | 0.01% | 840 |
|
|
2024
Q3 | $1.17M | Buy |
2,168
+135
| +7% | +$61.5K | 0.02% | 694 |
|
|
2024
Q2 | $727K | Buy |
2,033
+153
| +8% | +$58.1K | 0.01% | 834 |
|
|
2024
Q1 | $755K | Sell |
1,880
-195
| -9% | -$71.7K | 0.02% | 813 |
|
|
2023
Q4 | $695K | Sell |
2,075
-764
| -27% | -$229K | 0.02% | 831 |
|
|
2023
Q3 | $834K | Buy |
2,839
+204
| +8% | +$52.8K | 0.02% | 656 |
|
|
2023
Q2 | $553K | Sell |
2,635
-67
| -2% | -$15K | 0.02% | 849 |
|
|
2023
Q1 | $626K | Sell |
2,702
-164
| -6% | -$39.2K | 0.02% | 763 |
|
|
2022
Q4 | $713K | Buy |
2,866
+96
| +3% | +$24.7K | 0.03% | 656 |
|
|
2022
Q3 | $616K | Buy |
2,770
+94
| +4% | +$19.8K | 0.03% | 700 |
|
|
2022
Q2 | $514K | Buy |
2,676
+650
| +32% | +$113K | 0.02% | 811 |
|
|
2022
Q1 | $357K | Buy |
2,026
+80
| +4% | +$14.4K | 0.02% | 949 |
|
|
2021
Q4 | $375K | Buy |
+1,946
| New | +$391K | 0.02% | 803 |
|
|
2021
Q2 | – | Sell |
-1,023
| Closed | -$226K | – | 933 |
|
|
2021
Q1 | $226K | Buy |
1,023
+157
| +18% | +$38.1K | 0.03% | 624 |
|
|
2020
Q4 | $213K | Buy |
+866
| New | +$202K | 0.05% | 485 |
|
|
2020
Q2 | – | Sell |
-1,690
| Closed | -$251K | – | 363 |
|
|
2020
Q1 | $251K | Buy |
+1,690
| New | +$272K | 0.15% | 179 |
|
Other funds holding ERIE
VCM
VPM
