Vanguard Personalized Indexing Management’s Ingersoll Rand IR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.84M | Buy |
46,046
+6,642
| +17% | +$553K | 0.04% | 363 |
|
|
2025
Q1 | $3.15M | Buy |
39,404
+2,157
| +6% | +$173K | 0.05% | 355 |
|
|
2024
Q4 | $3.37M | Buy |
37,247
+3,529
| +10% | +$319K | 0.05% | 323 |
|
|
2024
Q3 | $3.31M | Buy |
33,718
+882
| +3% | +$86.6K | 0.05% | 318 |
|
|
2024
Q2 | $2.63M | Buy |
32,836
+3,342
| +11% | +$267K | 0.05% | 336 |
|
|
2024
Q1 | $2.8M | Buy |
29,494
+2,026
| +7% | +$192K | 0.06% | 288 |
|
|
2023
Q4 | $2.12M | Buy |
27,468
+1,920
| +8% | +$148K | 0.05% | 327 |
|
|
2023
Q3 | $1.63M | Buy |
25,548
+464
| +2% | +$29.6K | 0.05% | 369 |
|
|
2023
Q2 | $1.64M | Buy |
25,084
+1,948
| +8% | +$127K | 0.05% | 364 |
|
|
2023
Q1 | $1.35M | Buy |
23,136
+590
| +3% | +$34.3K | 0.05% | 403 |
|
|
2022
Q4 | $1.18M | Buy |
22,546
+3,389
| +18% | +$177K | 0.05% | 445 |
|
|
2022
Q3 | $829K | Sell |
19,157
-946
| -5% | -$40.9K | 0.04% | 559 |
|
|
2022
Q2 | $846K | Buy |
20,103
+1,710
| +9% | +$72K | 0.04% | 548 |
|
|
2022
Q1 | $926K | Buy |
18,393
+9,373
| +104% | +$472K | 0.04% | 488 |
|
|
2021
Q4 | $558K | Buy |
9,020
+3,420
| +61% | +$212K | 0.03% | 656 |
|
|
2021
Q3 | $282K | Buy |
5,600
+770
| +16% | +$38.8K | 0.03% | 786 |
|
|
2021
Q2 | $236K | Buy |
+4,830
| New | +$236K | 0.02% | 838 |
|