Vanguard Personalized Indexing Management’s Evergy EVRG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.66M | Buy |
53,063
+2,841
| +6% | +$196K | 0.04% | 372 |
|
|
2025
Q1 | $3.46M | Buy |
50,222
+1,514
| +3% | +$104K | 0.05% | 328 |
|
|
2024
Q4 | $3M | Buy |
48,708
+7,079
| +17% | +$436K | 0.05% | 347 |
|
|
2024
Q3 | $2.58M | Buy |
41,629
+7,578
| +22% | +$470K | 0.04% | 385 |
|
|
2024
Q2 | $1.79M | Buy |
34,051
+7,484
| +28% | +$394K | 0.03% | 438 |
|
|
2024
Q1 | $1.42M | Buy |
26,567
+3,457
| +15% | +$185K | 0.03% | 497 |
|
|
2023
Q4 | $1.21M | Buy |
23,110
+6,593
| +40% | +$344K | 0.03% | 537 |
|
|
2023
Q3 | $837K | Sell |
16,517
-824
| -5% | -$41.8K | 0.03% | 652 |
|
|
2023
Q2 | $1.01M | Buy |
17,341
+5,362
| +45% | +$313K | 0.03% | 560 |
|
|
2023
Q1 | $732K | Buy |
11,979
+3,380
| +39% | +$207K | 0.03% | 686 |
|
|
2022
Q4 | $541K | Sell |
8,599
-2,377
| -22% | -$150K | 0.02% | 775 |
|
|
2022
Q3 | $652K | Buy |
10,976
+2,110
| +24% | +$125K | 0.03% | 674 |
|
|
2022
Q2 | $579K | Buy |
8,866
+894
| +11% | +$58.4K | 0.03% | 747 |
|
|
2022
Q1 | $545K | Buy |
7,972
+126
| +2% | +$8.61K | 0.03% | 797 |
|
|
2021
Q4 | $538K | Buy |
7,846
+1,315
| +20% | +$90.2K | 0.03% | 677 |
|
|
2021
Q3 | $406K | Buy |
6,531
+346
| +6% | +$21.5K | 0.04% | 622 |
|
|
2021
Q2 | $374K | Buy |
6,185
+1,789
| +41% | +$108K | 0.04% | 631 |
|
|
2021
Q1 | $262K | Buy |
+4,396
| New | +$262K | 0.04% | 557 |
|
|
2020
Q2 | – | Sell |
-7,204
| Closed | -$397K | – | 364 |
|
|
2020
Q1 | $397K | Buy |
+7,204
| New | +$397K | 0.23% | 120 |
|