Vanguard Personalized Indexing Management’s Eversource Energy ES Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.16M | Sell |
65,319
-1,597
| -2% | -$102K | 0.05% | 344 |
|
|
2025
Q1 | $4.16M | Buy |
66,916
+4,935
| +8% | +$307K | 0.06% | 280 |
|
|
2024
Q4 | $3.56M | Buy |
61,981
+6,132
| +11% | +$352K | 0.05% | 309 |
|
|
2024
Q3 | $3.8M | Buy |
55,849
+7,621
| +16% | +$519K | 0.06% | 279 |
|
|
2024
Q2 | $2.73M | Buy |
48,228
+2,224
| +5% | +$126K | 0.05% | 324 |
|
|
2024
Q1 | $2.75M | Sell |
46,004
-17,917
| -28% | -$1.07M | 0.06% | 296 |
|
|
2023
Q4 | $3.95M | Buy |
63,921
+33,785
| +112% | +$2.09M | 0.1% | 185 |
|
|
2023
Q3 | $1.75M | Buy |
30,136
+8,294
| +38% | +$482K | 0.05% | 351 |
|
|
2023
Q2 | $1.55M | Buy |
21,842
+778
| +4% | +$55.2K | 0.05% | 387 |
|
|
2023
Q1 | $1.65M | Buy |
21,064
+4,258
| +25% | +$333K | 0.06% | 348 |
|
|
2022
Q4 | $1.41M | Sell |
16,806
-433
| -3% | -$36.3K | 0.06% | 380 |
|
|
2022
Q3 | $1.34M | Buy |
17,239
+3,833
| +29% | +$299K | 0.06% | 338 |
|
|
2022
Q2 | $1.13M | Buy |
13,406
+1,911
| +17% | +$161K | 0.05% | 407 |
|
|
2022
Q1 | $1.01M | Buy |
11,495
+2,500
| +28% | +$220K | 0.05% | 445 |
|
|
2021
Q4 | $818K | Buy |
8,995
+2,057
| +30% | +$187K | 0.05% | 491 |
|
|
2021
Q3 | $567K | Buy |
6,938
+1,201
| +21% | +$98.2K | 0.05% | 446 |
|
|
2021
Q2 | $460K | Buy |
+5,737
| New | +$460K | 0.05% | 522 |
|