VPIM
Vanguard Personalized Indexing Management’s MDU Resources MDU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $419K | Buy |
25,118
+3,439
| +16% | +$57.3K | ﹤0.01% | 1286 |
|
|
2025
Q1 | $367K | Buy |
21,679
+6,981
| +47% | +$118K | 0.01% | 1251 |
|
|
2024
Q4 | $265K | Sell |
14,698
-9,723
| -40% | -$529K | ﹤0.01% | 1394 |
|
|
2024
Q3 | $669K | Buy |
24,421
+157
| +0.6% | +$4.3K | 0.01% | 956 |
|
|
2024
Q2 | $609K | Buy |
24,264
+817
| +3% | +$20.5K | 0.01% | 946 |
|
|
2024
Q1 | $591K | Buy |
+23,447
| New | +$591K | 0.01% | 921 |
|
|
2023
Q4 | – | Sell |
-11,895
| Closed | -$233K | – | 1610 |
|
|
2023
Q3 | $233K | Sell |
11,895
-5,043
| -30% | -$98.7K | 0.01% | 1229 |
|
|
2023
Q2 | $355K | Buy |
16,938
+1,987
| +13% | -$101K | 0.01% | 1043 |
|
|
2023
Q1 | $456K | Sell |
14,951
-3,419
| -19% | -$104K | 0.02% | 921 |
|
|
2022
Q4 | $557K | Buy |
18,370
+602
| +3% | +$18.3K | 0.02% | 765 |
|
|
2022
Q3 | $486K | Sell |
17,768
-263
| -1% | -$7.19K | 0.02% | 798 |
|
|
2022
Q2 | $487K | Sell |
18,031
-2,717
| -13% | -$73.4K | 0.02% | 835 |
|
|
2022
Q1 | $553K | Buy |
+20,748
| New | +$553K | 0.03% | 788 |
|
|
2021
Q4 | – | Sell |
-7,544
| Closed | -$224K | – | 1091 |
|
|
2021
Q3 | $224K | Buy |
+7,544
| New | +$224K | 0.02% | 889 |
|