Vanguard Personalized Indexing Management’s Lithia Motors LAD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.35M | Buy |
3,990
+351
| +10% | +$119K | 0.02% | 727 |
|
|
2025
Q1 | $1.07M | Buy |
3,639
+254
| +8% | +$74.6K | 0.02% | 752 |
|
|
2024
Q4 | $1.21M | Buy |
3,385
+109
| +3% | +$39K | 0.02% | 691 |
|
|
2024
Q3 | $1.04M | Buy |
3,276
+648
| +25% | +$206K | 0.02% | 749 |
|
|
2024
Q2 | $663K | Buy |
2,628
+72
| +3% | +$18.2K | 0.01% | 888 |
|
|
2024
Q1 | $769K | Sell |
2,556
-1,212
| -32% | -$365K | 0.02% | 799 |
|
|
2023
Q4 | $1.24M | Sell |
3,768
-49
| -1% | -$16.1K | 0.03% | 526 |
|
|
2023
Q3 | $1.13M | Sell |
3,817
-142
| -4% | -$41.9K | 0.03% | 506 |
|
|
2023
Q2 | $1.2M | Buy |
3,959
+455
| +13% | +$138K | 0.04% | 482 |
|
|
2023
Q1 | $802K | Buy |
3,504
+1,075
| +44% | +$246K | 0.03% | 641 |
|
|
2022
Q4 | $497K | Buy |
2,429
+1,424
| +142% | +$292K | 0.02% | 803 |
|
|
2022
Q3 | $216K | Sell |
1,005
-961
| -49% | -$207K | 0.01% | 1082 |
|
|
2022
Q2 | $540K | Sell |
1,966
-913
| -32% | -$251K | 0.03% | 786 |
|
|
2022
Q1 | $864K | Buy |
+2,879
| New | +$864K | 0.04% | 533 |
|
|
2021
Q4 | – | Sell |
-1,336
| Closed | -$424K | – | 1086 |
|
|
2021
Q3 | $424K | Buy |
+1,336
| New | +$424K | 0.04% | 604 |
|