VPIM
Vanguard Personalized Indexing Management’s Exponent EXPO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.14M | Buy |
15,207
+2,795
| +23% | +$209K | 0.01% | 821 |
|
|
2025
Q1 | $1.01M | Sell |
12,412
-3,674
| -23% | -$298K | 0.01% | 781 |
|
|
2024
Q4 | $1.43M | Buy |
16,086
+1,386
| +9% | +$123K | 0.02% | 606 |
|
|
2024
Q3 | $1.69M | Buy |
14,700
+461
| +3% | +$53.1K | 0.03% | 528 |
|
|
2024
Q2 | $1.35M | Buy |
14,239
+1,323
| +10% | +$126K | 0.03% | 550 |
|
|
2024
Q1 | $1.07M | Buy |
12,916
+1,533
| +13% | +$127K | 0.02% | 628 |
|
|
2023
Q4 | $1M | Buy |
11,383
+3,770
| +50% | +$332K | 0.03% | 648 |
|
|
2023
Q3 | $652K | Buy |
7,613
+2,407
| +46% | +$206K | 0.02% | 766 |
|
|
2023
Q2 | $486K | Sell |
5,206
-166
| -3% | -$15.5K | 0.01% | 906 |
|
|
2023
Q1 | $535K | Buy |
5,372
+2,179
| +68% | +$217K | 0.02% | 836 |
|
|
2022
Q4 | $316K | Buy |
3,193
+470
| +17% | +$46.6K | 0.01% | 961 |
|
|
2022
Q3 | $239K | Sell |
2,723
-181
| -6% | -$15.9K | 0.01% | 1039 |
|
|
2022
Q2 | $266K | Buy |
2,904
+700
| +32% | +$64.1K | 0.01% | 1021 |
|
|
2022
Q1 | $238K | Buy |
+2,204
| New | +$238K | 0.01% | 1061 |
|