VPIM
LSI

Vanguard Personalized Indexing Management’s Life Storage, Inc. LSI Stock Holding History

Vanguard Personalized Indexing Management’s Portfolio LSI Stock Details LSI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-5,868
Closed -$780K – 1573
2023
Q2 		$780K Buy
5,868
+238
+4% +$31.7K 0.02% 689
2023
Q1 		$738K Buy
5,630
+1,920
+52% +$222K 0.03% 682
2022
Q4 		$365K Sell
3,710
-1,972
-35% -$207K 0.02% 904
2022
Q3 		$629K Sell
5,682
-8
-0.1% -$982 0.03% 688
2022
Q2 		$635K Sell
5,690
-67
-1% -$8.27K 0.03% 698
2022
Q1 		$808K Buy
5,757
+2,137
+59% +$288K 0.04% 584
2021
Q4 		$555K Buy
3,620
+440
+14% +$58.8K 0.03% 663
2021
Q3 		$365K Buy
3,180
+141
+5% +$16.8K 0.03% 681
2021
Q2 		$326K Buy
+3,039
New +$299K 0.03% 695

Other funds holding LSI

BCMLT
Beacon Capital Management LLC (Tennessee) Franklin, Tennessee $567M AUM 16.01% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return