VPIM
Vanguard Personalized Indexing Management’s Ingles Markets IMKTA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-3,939
| Closed | -$294K | – | 1841 |
|
|
2024
Q3 | $294K | Buy |
3,939
+823
| +26% | +$61.4K | ﹤0.01% | 1357 |
|
|
2024
Q2 | $214K | Buy |
3,116
+484
| +18% | +$33.2K | ﹤0.01% | 1420 |
|
|
2024
Q1 | $202K | Sell |
2,632
-551
| -17% | -$42.3K | ﹤0.01% | 1444 |
|
|
2023
Q4 | $275K | Buy |
3,183
+330
| +12% | +$28.5K | 0.01% | 1270 |
|
|
2023
Q3 | $215K | Sell |
2,853
-257
| -8% | -$19.4K | 0.01% | 1277 |
|
|
2023
Q2 | $257K | Buy |
3,110
+315
| +11% | +$26K | 0.01% | 1213 |
|
|
2023
Q1 | $248K | Sell |
2,795
-120
| -4% | -$10.6K | 0.01% | 1212 |
|
|
2022
Q4 | $281K | Buy |
+2,915
| New | +$281K | 0.01% | 1002 |
|
|
2022
Q3 | – | Sell |
-2,318
| Closed | -$201K | – | 1261 |
|
|
2022
Q2 | $201K | Buy |
+2,318
| New | +$201K | 0.01% | 1143 |
|