Vanguard Personalized Indexing Management’s Eversource Energy ES Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $4.6M | Sell |
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|
2025
Q2 | $4.16M | Sell |
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|
2025
Q1 | $4.16M | Buy |
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|
2024
Q4 | $3.56M | Buy |
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|
2024
Q3 | $3.8M | Buy |
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|
2024
Q2 | $2.73M | Buy |
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|
2024
Q1 | $2.75M | Sell |
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|
2023
Q4 | $3.95M | Buy |
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|
2023
Q3 | $1.75M | Buy |
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|
2023
Q2 | $1.55M | Buy |
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|
2023
Q1 | $1.65M | Buy |
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|
2022
Q4 | $1.41M | Sell |
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|
2022
Q3 | $1.34M | Buy |
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|
2022
Q2 | $1.13M | Buy |
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|
2022
Q1 | $1.01M | Buy |
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|
2021
Q4 | $818K | Buy |
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|
2021
Q3 | $567K | Buy |
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|
2021
Q2 | $460K | Buy |
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