Vanguard Personalized Indexing Management’s Kinder Morgan KMI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.58M | Buy |
257,776
+46,109
| +22% | +$1.36M | 0.09% | 199 |
|
|
2025
Q1 | $6.04M | Buy |
211,667
+9,102
| +4% | +$260K | 0.09% | 196 |
|
|
2024
Q4 | $5.55M | Buy |
202,565
+27,867
| +16% | +$764K | 0.08% | 199 |
|
|
2024
Q3 | $3.86M | Buy |
174,698
+23,677
| +16% | +$523K | 0.06% | 273 |
|
|
2024
Q2 | $2.99M | Buy |
151,021
+45,482
| +43% | +$900K | 0.06% | 300 |
|
|
2024
Q1 | $1.94M | Buy |
105,539
+4,426
| +4% | +$81.2K | 0.04% | 401 |
|
|
2023
Q4 | $1.78M | Buy |
101,113
+634
| +0.6% | +$11.2K | 0.05% | 379 |
|
|
2023
Q3 | $1.67M | Sell |
100,479
-5,023
| -5% | -$83.3K | 0.05% | 361 |
|
|
2023
Q2 | $1.82M | Buy |
105,502
+14,914
| +16% | +$257K | 0.06% | 337 |
|
|
2023
Q1 | $1.59M | Buy |
90,588
+11,790
| +15% | +$206K | 0.06% | 361 |
|
|
2022
Q4 | $1.42M | Buy |
78,798
+7,742
| +11% | +$140K | 0.06% | 374 |
|
|
2022
Q3 | $1.18M | Buy |
71,056
+10,668
| +18% | +$177K | 0.05% | 407 |
|
|
2022
Q2 | $1.01M | Sell |
60,388
-13,120
| -18% | -$220K | 0.05% | 457 |
|
|
2022
Q1 | $1.39M | Buy |
73,508
+41,029
| +126% | +$776K | 0.07% | 301 |
|
|
2021
Q4 | $515K | Sell |
32,479
-9,055
| -22% | -$144K | 0.03% | 694 |
|
|
2021
Q3 | $695K | Sell |
41,534
-17,762
| -30% | -$297K | 0.06% | 352 |
|
|
2021
Q2 | $1.08M | Buy |
59,296
+41,058
| +225% | +$749K | 0.11% | 179 |
|
|
2021
Q1 | $304K | Buy |
+18,238
| New | +$304K | 0.05% | 497 |
|
|
2020
Q2 | – | Sell |
-17,521
| Closed | -$244K | – | 367 |
|
|
2020
Q1 | $244K | Buy |
+17,521
| New | +$244K | 0.14% | 188 |
|