Vanguard Personalized Indexing Management’s 3M MMM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $11.5M | Buy |
79,414
+2,248
| +3% | +$358K | 0.11% | 148 |
|
|
2025
Q4 | $12.4M | Buy |
77,166
+6,692
| +9% | +$1.09M | 0.12% | 128 |
|
|
2025
Q3 | $11M | Buy |
70,474
+975
| +1% | +$150K | 0.11% | 143 |
|
|
2025
Q2 | $10.7M | Buy |
69,499
+8,050
| +13% | +$1.15M | 0.12% | 143 |
|
|
2025
Q1 | $9.02M | Buy |
61,449
+7,703
| +14% | +$1.13M | 0.13% | 133 |
|
|
2024
Q4 | $6.94M | Buy |
53,746
+3,949
| +8% | +$518K | 0.1% | 159 |
|
|
2024
Q3 | $6.81M | Buy |
49,797
+9,354
| +23% | +$1.15M | 0.11% | 155 |
|
|
2024
Q2 | $4.1M | Sell |
40,443
-1,551
| -4% | -$151K | 0.08% | 220 |
|
|
2024
Q1 | $3.72M | Buy |
41,994
+6,650
| +19% | +$551K | 0.08% | 224 |
|
|
2023
Q4 | $3.23M | Sell |
35,344
-3,597
| -9% | -$289K | 0.08% | 222 |
|
|
2023
Q3 | $3.05M | Sell |
38,941
-4,749
| -11% | -$408K | 0.09% | 214 |
|
|
2023
Q2 | $3.66M | Buy |
43,690
+13,847
| +46% | +$1.18M | 0.11% | 163 |
|
|
2023
Q1 | $2.62M | Sell |
29,843
-15,122
| -34% | -$1.43M | 0.09% | 222 |
|
|
2022
Q4 | $4.51M | Buy |
44,965
+19,214
| +75% | +$1.96M | 0.19% | 102 |
|
|
2022
Q3 | $2.38M | Buy |
25,751
+2,093
| +9% | +$230K | 0.11% | 188 |
|
|
2022
Q2 | $2.56M | Sell |
23,658
-5,023
| -18% | -$607K | 0.12% | 163 |
|
|
2022
Q1 | $3.57M | Buy |
28,681
+10,307
| +56% | +$1.37M | 0.17% | 95 |
|
|
2021
Q4 | $2.73M | Buy |
18,374
+2,558
| +16% | +$381K | 0.16% | 109 |
|
|
2021
Q3 | $2.32M | Buy |
15,816
+1,503
| +11% | +$244K | 0.21% | 90 |
|
|
2021
Q2 | $2.38M | Buy |
14,313
+732
| +5% | +$122K | 0.25% | 74 |
|
|
2021
Q1 | $2.19M | Buy |
13,581
+7,417
| +120% | +$1.11M | 0.33% | 52 |
|
|
2020
Q4 | $901K | Buy |
6,164
+43
| +0.7% | +$6.1K | 0.2% | 113 |
|
|
2020
Q3 | $820K | Buy |
6,121
+1,829
| +43% | +$246K | 0.23% | 92 |
|
|
2020
Q2 | $560K | Buy |
4,292
+653
| +18% | +$82.3K | 0.25% | 99 |
|
|
2020
Q1 | $415K | Buy |
+3,639
| New | +$479K | 0.24% | 113 |
|
Other funds holding MMM
VCM
VPM