VPIM
Vanguard Personalized Indexing Management’s Lloyds Banking Group LYG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.29M | Buy |
774,145
+71,101
| +10% | +$302K | 0.04% | 408 |
|
|
2025
Q1 | $2.69M | Buy |
703,044
+76,341
| +12% | +$292K | 0.04% | 398 |
|
|
2024
Q4 | $1.7M | Buy |
626,703
+26,205
| +4% | +$71.3K | 0.03% | 536 |
|
|
2024
Q3 | $1.87M | Buy |
600,498
+58,873
| +11% | +$184K | 0.03% | 495 |
|
|
2024
Q2 | $1.48M | Buy |
541,625
+84,403
| +18% | +$230K | 0.03% | 514 |
|
|
2024
Q1 | $1.18M | Buy |
457,222
+59,603
| +15% | +$154K | 0.03% | 576 |
|
|
2023
Q4 | $950K | Buy |
397,619
+84,592
| +27% | +$202K | 0.02% | 679 |
|
|
2023
Q3 | $667K | Sell |
313,027
-27,129
| -8% | -$57.8K | 0.02% | 756 |
|
|
2023
Q2 | $748K | Buy |
340,156
+45,987
| +16% | +$101K | 0.02% | 713 |
|
|
2023
Q1 | $683K | Buy |
294,169
+135,197
| +85% | +$314K | 0.02% | 717 |
|
|
2022
Q4 | $350K | Sell |
158,972
-167,873
| -51% | -$369K | 0.01% | 924 |
|
|
2022
Q3 | $585K | Buy |
326,845
+87,348
| +36% | +$156K | 0.03% | 725 |
|
|
2022
Q2 | $489K | Buy |
239,497
+27,440
| +13% | +$56K | 0.02% | 832 |
|
|
2022
Q1 | $511K | Buy |
212,057
+109,793
| +107% | +$265K | 0.02% | 821 |
|
|
2021
Q4 | $261K | Buy |
102,264
+30,253
| +42% | +$77.2K | 0.02% | 909 |
|
|
2021
Q3 | $176K | Buy |
+72,011
| New | +$176K | 0.02% | 937 |
|
|
2021
Q2 | – | Sell |
-79,620
| Closed | -$185K | – | 957 |
|
|
2021
Q1 | $185K | Buy |
79,620
+11,053
| +16% | +$25.7K | 0.03% | 681 |
|
|
2020
Q4 | $134K | Buy |
68,567
+11,560
| +20% | +$22.6K | 0.03% | 531 |
|
|
2020
Q3 | $74K | Sell |
57,007
-38,940
| -41% | -$50.5K | 0.02% | 450 |
|
|
2020
Q2 | $144K | Buy |
95,947
+56,142
| +141% | +$84.3K | 0.07% | 309 |
|
|
2020
Q1 | $60K | Buy |
+39,805
| New | +$60K | 0.04% | 256 |
|