VPIM
Vanguard Personalized Indexing Management’s iShares Russell 2000 ETF IWM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $483K | Buy |
+2,238
| New | +$483K | 0.01% | 1209 |
|
|
2025
Q1 | – | Sell |
-1,228
| Closed | -$271K | – | 1884 |
|
|
2024
Q4 | $271K | Buy |
1,228
+140
| +13% | +$30.9K | ﹤0.01% | 1384 |
|
|
2024
Q3 | $240K | Sell |
1,088
-1,151
| -51% | -$254K | ﹤0.01% | 1450 |
|
|
2024
Q2 | $454K | Buy |
+2,239
| New | +$454K | 0.01% | 1082 |
|
|
2023
Q4 | – | Sell |
-8,557
| Closed | -$1.51M | – | 1604 |
|
|
2023
Q3 | $1.51M | Sell |
8,557
-78
| -0.9% | -$13.8K | 0.05% | 390 |
|
|
2023
Q2 | $1.62M | Buy |
8,635
+785
| +10% | +$147K | 0.05% | 369 |
|
|
2023
Q1 | $1.4M | Buy |
7,850
+19
| +0.2% | +$3.39K | 0.05% | 394 |
|
|
2022
Q4 | $1.37M | Sell |
7,831
-6
| -0.1% | -$1.05K | 0.06% | 391 |
|
|
2022
Q3 | $1.29M | Buy |
7,837
+194
| +3% | +$32K | 0.06% | 364 |
|
|
2022
Q2 | $1.29M | Hold |
7,643
| – | – | 0.06% | 345 |
|
|
2022
Q1 | $1.57M | Hold |
7,643
| – | – | 0.08% | 259 |
|
|
2021
Q4 | $1.7M | Sell |
7,643
-513
| -6% | -$114K | 0.1% | 203 |
|
|
2021
Q3 | $1.78M | Hold |
8,156
| – | – | 0.16% | 122 |
|
|
2021
Q2 | $1.87M | Buy |
+8,156
| New | +$1.87M | 0.2% | 104 |
|