Vanguard Personalized Indexing Management’s Lincoln National LNC Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.5M Buy
43,286
+1,336
+3% +$46.2K 0.02% 676
2025
Q1
$1.51M Buy
41,950
+7,772
+23% +$279K 0.02% 594
2024
Q4
$1.08M Buy
34,178
+6,135
+22% +$195K 0.02% 741
2024
Q3
$884K Buy
28,043
+2,992
+12% +$94.3K 0.01% 826
2024
Q2
$779K Buy
25,051
+1,129
+5% +$35.1K 0.01% 795
2024
Q1
$764K Buy
23,922
+1,494
+7% +$47.7K 0.02% 806
2023
Q4
$605K Buy
22,428
+2,681
+14% +$72.3K 0.02% 896
2023
Q3
$488K Buy
19,747
+81
+0.4% +$2K 0.01% 886
2023
Q2
$507K Buy
19,666
+8,216
+72% +$212K 0.02% 890
2023
Q1
$257K Sell
11,450
-24
-0.2% -$539 0.01% 1194
2022
Q4
$352K Sell
11,474
-6,202
-35% -$191K 0.01% 919
2022
Q3
$776K Sell
17,676
-726
-4% -$31.9K 0.04% 590
2022
Q2
$861K Buy
18,402
+4,884
+36% +$229K 0.04% 536
2022
Q1
$884K Sell
13,518
-3,854
-22% -$252K 0.04% 522
2021
Q4
$1.19M Buy
17,372
+1,454
+9% +$99.3K 0.07% 315
2021
Q3
$1.09M Buy
15,918
+6,102
+62% +$419K 0.1% 204
2021
Q2
$617K Sell
9,816
-3,332
-25% -$209K 0.06% 388
2021
Q1
$819K Buy
13,148
+3,283
+33% +$205K 0.12% 183
2020
Q4
$496K Sell
9,865
-327
-3% -$16.4K 0.11% 222
2020
Q3
$319K Buy
10,192
+118
+1% +$3.69K 0.09% 270
2020
Q2
$371K Buy
+10,074
New +$371K 0.17% 148