VPIM
Vanguard Personalized Indexing Management’s iShares Core S&P Small-Cap ETF IJR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $639K | Buy |
5,845
+582
| +11% | +$63.6K | 0.01% | 1081 |
|
|
2025
Q1 | $550K | Buy |
5,263
+2,950
| +128% | +$308K | 0.01% | 1065 |
|
|
2024
Q4 | $267K | Hold |
2,313
| – | – | ﹤0.01% | 1392 |
|
|
2024
Q3 | $271K | Sell |
2,313
-12
| -0.5% | -$1.4K | ﹤0.01% | 1390 |
|
|
2024
Q2 | $248K | Buy |
+2,325
| New | +$248K | ﹤0.01% | 1360 |
|
|
2022
Q1 | – | Sell |
-3,467
| Closed | -$397K | – | 1219 |
|
|
2021
Q4 | $397K | Buy |
3,467
+953
| +38% | +$109K | 0.02% | 778 |
|
|
2021
Q3 | $275K | Buy |
+2,514
| New | +$275K | 0.02% | 797 |
|