VPIM
Vanguard Personalized Indexing Management’s Interactive Brokers IBKR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.1M | Buy |
55,982
+42,149
| +305% | +$2.34M | 0.04% | 430 |
|
|
2025
Q1 | $2.29M | Buy |
13,833
+816
| +6% | +$135K | 0.03% | 453 |
|
|
2024
Q4 | $2.3M | Buy |
13,017
+560
| +4% | +$98.9K | 0.03% | 437 |
|
|
2024
Q3 | $1.74M | Buy |
12,457
+753
| +6% | +$105K | 0.03% | 518 |
|
|
2024
Q2 | $1.43M | Buy |
11,704
+326
| +3% | +$39.9K | 0.03% | 523 |
|
|
2024
Q1 | $1.27M | Sell |
11,378
-53
| -0.5% | -$5.92K | 0.03% | 548 |
|
|
2023
Q4 | $948K | Sell |
11,431
-818
| -7% | -$67.8K | 0.02% | 680 |
|
|
2023
Q3 | $1.06M | Sell |
12,249
-30
| -0.2% | -$2.6K | 0.03% | 534 |
|
|
2023
Q2 | $1.02M | Sell |
12,279
-57
| -0.5% | -$4.74K | 0.03% | 557 |
|
|
2023
Q1 | $1.02M | Buy |
12,336
+9,005
| +270% | +$743K | 0.04% | 521 |
|
|
2022
Q4 | $241K | Buy |
+3,331
| New | +$241K | 0.01% | 1061 |
|
|
2022
Q2 | – | Sell |
-4,056
| Closed | -$267K | – | 1295 |
|
|
2022
Q1 | $267K | Buy |
+4,056
| New | +$267K | 0.01% | 1031 |
|