Vanguard Personalized Indexing Management’s LPL Financial LPLA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.44M | Buy |
9,163
+1,560
| +21% | +$585K | 0.04% | 391 |
|
|
2025
Q1 | $2.49M | Buy |
7,603
+829
| +12% | +$271K | 0.04% | 418 |
|
|
2024
Q4 | $2.21M | Buy |
6,774
+547
| +9% | +$179K | 0.03% | 451 |
|
|
2024
Q3 | $1.45M | Sell |
6,227
-1,648
| -21% | -$383K | 0.02% | 600 |
|
|
2024
Q2 | $2.18M | Buy |
7,875
+74
| +0.9% | +$20.5K | 0.04% | 382 |
|
|
2024
Q1 | $2.06M | Sell |
7,801
-58
| -0.7% | -$15.3K | 0.04% | 388 |
|
|
2023
Q4 | $1.79M | Sell |
7,859
-2,228
| -22% | -$507K | 0.05% | 376 |
|
|
2023
Q3 | $2.4M | Buy |
10,087
+494
| +5% | +$117K | 0.07% | 266 |
|
|
2023
Q2 | $2.09M | Buy |
9,593
+423
| +5% | +$92K | 0.06% | 302 |
|
|
2023
Q1 | $1.86M | Buy |
9,170
+740
| +9% | +$150K | 0.06% | 315 |
|
|
2022
Q4 | $1.82M | Buy |
8,430
+328
| +4% | +$70.9K | 0.08% | 285 |
|
|
2022
Q3 | $1.77M | Buy |
8,102
+316
| +4% | +$69K | 0.08% | 257 |
|
|
2022
Q2 | $1.44M | Buy |
7,786
+1,578
| +25% | +$291K | 0.07% | 299 |
|
|
2022
Q1 | $1.13M | Buy |
6,208
+2,174
| +54% | +$397K | 0.05% | 388 |
|
|
2021
Q4 | $646K | Buy |
4,034
+470
| +13% | +$75.3K | 0.04% | 598 |
|
|
2021
Q3 | $559K | Buy |
+3,564
| New | +$559K | 0.05% | 456 |
|