Vanguard Personalized Indexing Management’s Lithia Motors LAD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.35M | Buy |
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|
2025
Q1 | $1.07M | Buy |
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|
2024
Q4 | $1.21M | Buy |
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|
2024
Q3 | $1.04M | Buy |
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|
2024
Q2 | $663K | Buy |
|
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|
2024
Q1 | $769K | Sell |
|
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|
2023
Q4 | $1.24M | Sell |
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|
2023
Q3 | $1.13M | Sell |
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|
2023
Q2 | $1.2M | Buy |
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|
2023
Q1 | $802K | Buy |
|
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|
2022
Q4 | $497K | Buy |
|
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|
2022
Q3 | $216K | Sell |
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|
2022
Q2 | $540K | Sell |
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|
2022
Q1 | $864K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $424K | Buy |
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