VPIM
Vanguard Personalized Indexing Management’s Hawaiian Electric Industries HE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-12,331
| Closed | -$119K | – | 1838 |
|
|
2024
Q3 | $119K | Sell |
12,331
-385
| -3% | -$3.73K | ﹤0.01% | 1591 |
|
|
2024
Q2 | $115K | Buy |
12,716
+15
| +0.1% | +$135 | ﹤0.01% | 1513 |
|
|
2024
Q1 | $143K | Sell |
12,701
-3,402
| -21% | -$38.3K | ﹤0.01% | 1491 |
|
|
2023
Q4 | $229K | Buy |
16,103
+4,834
| +43% | +$68.6K | 0.01% | 1350 |
|
|
2023
Q3 | $139K | Buy |
11,269
+2,010
| +22% | +$24.7K | ﹤0.01% | 1348 |
|
|
2023
Q2 | $335K | Buy |
9,259
+103
| +1% | +$3.73K | 0.01% | 1076 |
|
|
2023
Q1 | $352K | Buy |
+9,156
| New | +$352K | 0.01% | 1038 |
|
|
2021
Q2 | – | Sell |
-4,895
| Closed | -$217K | – | 944 |
|
|
2021
Q1 | $217K | Sell |
4,895
-878
| -15% | -$38.9K | 0.03% | 649 |
|
|
2020
Q4 | $204K | Sell |
5,773
-452
| -7% | -$16K | 0.04% | 504 |
|
|
2020
Q3 | $207K | Sell |
6,225
-802
| -11% | -$26.7K | 0.06% | 394 |
|
|
2020
Q2 | $253K | Sell |
7,027
-2,632
| -27% | -$94.8K | 0.11% | 236 |
|
|
2020
Q1 | $416K | Buy |
+9,659
| New | +$416K | 0.24% | 112 |
|