Vanguard Personalized Indexing Management’s KKR & Co KKR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.53M | Buy |
18,997
+6,607
| +53% | +$879K | 0.03% | 483 |
|
|
2025
Q1 | $1.43M | Buy |
12,390
+1,271
| +11% | +$147K | 0.02% | 622 |
|
|
2024
Q4 | $1.64M | Buy |
11,119
+742
| +7% | +$110K | 0.02% | 545 |
|
|
2024
Q3 | $1.36M | Buy |
10,377
+3,468
| +50% | +$453K | 0.02% | 622 |
|
|
2024
Q2 | $727K | Buy |
6,909
+1,841
| +36% | +$194K | 0.01% | 835 |
|
|
2024
Q1 | $510K | Buy |
5,068
+233
| +5% | +$23.4K | 0.01% | 1014 |
|
|
2023
Q4 | $401K | Sell |
4,835
-1,272
| -21% | -$105K | 0.01% | 1109 |
|
|
2023
Q3 | $376K | Sell |
6,107
-133
| -2% | -$8.19K | 0.01% | 1022 |
|
|
2023
Q2 | $349K | Buy |
6,240
+1,085
| +21% | +$60.8K | 0.01% | 1050 |
|
|
2023
Q1 | $271K | Buy |
5,155
+181
| +4% | +$9.51K | 0.01% | 1164 |
|
|
2022
Q4 | $231K | Sell |
4,974
-1,233
| -20% | -$57.2K | 0.01% | 1079 |
|
|
2022
Q3 | $267K | Sell |
6,207
-1,431
| -19% | -$61.6K | 0.01% | 1007 |
|
|
2022
Q2 | $354K | Sell |
7,638
-1,474
| -16% | -$68.3K | 0.02% | 935 |
|
|
2022
Q1 | $533K | Sell |
9,112
-7,425
| -45% | -$434K | 0.03% | 809 |
|
|
2021
Q4 | $1.23M | Buy |
16,537
+1,962
| +13% | +$146K | 0.07% | 301 |
|
|
2021
Q3 | $887K | Sell |
14,575
-1,197
| -8% | -$72.8K | 0.08% | 263 |
|
|
2021
Q2 | $934K | Buy |
15,772
+9,540
| +153% | +$565K | 0.1% | 221 |
|
|
2021
Q1 | $304K | Buy |
+6,232
| New | +$304K | 0.05% | 496 |
|