VPIM
Vanguard Personalized Indexing Management’s iShares Russell 1000 Value ETF IWD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $432K | Buy |
2,226
+739
| +50% | +$144K | ﹤0.01% | 1271 |
|
|
2025
Q1 | $280K | Buy |
+1,487
| New | +$280K | ﹤0.01% | 1369 |
|
|
2023
Q2 | – | Sell |
-1,586
| Closed | -$241K | – | 1500 |
|
|
2023
Q1 | $241K | Hold |
1,586
| – | – | 0.01% | 1228 |
|
|
2022
Q4 | $241K | Sell |
1,586
-5
| -0.3% | -$758 | 0.01% | 1062 |
|
|
2022
Q3 | $216K | Hold |
1,591
| – | – | 0.01% | 1081 |
|
|
2022
Q2 | $231K | Buy |
1,591
+5
| +0.3% | +$726 | 0.01% | 1078 |
|
|
2022
Q1 | $263K | Sell |
1,586
-102
| -6% | -$16.9K | 0.01% | 1035 |
|
|
2021
Q4 | $283K | Buy |
+1,688
| New | +$283K | 0.02% | 884 |
|