VPIM
MDC

Vanguard Personalized Indexing Management’s M.D.C. Holdings, Inc. MDC Stock Holding History

Vanguard Personalized Indexing Management’s Portfolio MDC Stock Details MDC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-5,841
Closed -$367K – 1774
2024
Q1 		$367K Buy
5,841
+163
+3% +$9.95K 0.01% 1167
2023
Q4 		$314K Sell
5,678
-444
-7% -$19.7K 0.01% 1203
2023
Q3 		$252K Buy
6,122
+621
+11% +$28.9K 0.01% 1191
2023
Q2 		$257K Buy
5,501
+69
+1% +$2.87K 0.01% 1212
2023
Q1 		$211K Buy
+5,432
New +$201K 0.01% 1305

Other funds holding MDC

BTI
Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return
WIA
Wetzel Investment Advisors Indianapolis, Indiana $252M AUM 18.78% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

Vanguard Personalized Indexing Management's MDC Position: Q2 2024 in Review

Vanguard Personalized Indexing Management sold out of M.D.C. Holdings, Inc. (MDC) in Q2 2024, closing a stake of 5,841 shares — an estimated $367K sold.

Vanguard Personalized Indexing Management first reported a position in MDC in Q1 2023 and held it in 5 quarters. The position peaked at $367K in Q1 2024. 4 funds tracked by Wall St. Rank hold MDC as of Q2 2024.

  • Vanguard Personalized Indexing Management reported no remaining M.D.C. Holdings, Inc. position as of Q2 2024 after selling out during the quarter.
  • Vanguard Personalized Indexing Management sold 5,841 M.D.C. Holdings, Inc. shares in Q2 2024, an estimated $367K.
  • Vanguard Personalized Indexing Management first reported a position in M.D.C. Holdings, Inc. in Q1 2023 and held it in 5 quarters.
  • Vanguard Personalized Indexing Management's M.D.C. Holdings, Inc. position peaked at $367K in Q1 2024.
  • 4 funds tracked by Wall St. Rank held M.D.C. Holdings, Inc. as of Q2 2024.

Based on Vanguard Personalized Indexing Management's 13F filing for Q2 2024, filed 12 Aug 2024.