Vanguard Personalized Indexing Management’s Altria Group MO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $15M | Buy |
255,315
+41,472
| +19% | +$2.43M | 0.17% | 101 |
|
|
2025
Q1 | $12.8M | Buy |
213,843
+21,688
| +11% | +$1.3M | 0.19% | 92 |
|
|
2024
Q4 | $10M | Buy |
192,155
+11,993
| +7% | +$627K | 0.15% | 100 |
|
|
2024
Q3 | $9.2M | Buy |
180,162
+25,395
| +16% | +$1.3M | 0.15% | 113 |
|
|
2024
Q2 | $6.97M | Buy |
154,767
+50,275
| +48% | +$2.26M | 0.13% | 126 |
|
|
2024
Q1 | $4.56M | Sell |
104,492
-6,406
| -6% | -$279K | 0.1% | 190 |
|
|
2023
Q4 | $4.47M | Buy |
110,898
+23,268
| +27% | +$939K | 0.11% | 156 |
|
|
2023
Q3 | $3.68M | Buy |
87,630
+8,037
| +10% | +$338K | 0.11% | 172 |
|
|
2023
Q2 | $3.61M | Sell |
79,593
-6,352
| -7% | -$288K | 0.11% | 169 |
|
|
2023
Q1 | $3.83M | Buy |
85,945
+20,777
| +32% | +$927K | 0.13% | 139 |
|
|
2022
Q4 | $2.98M | Buy |
65,168
+3,793
| +6% | +$173K | 0.12% | 168 |
|
|
2022
Q3 | $2.48M | Buy |
61,375
+9,590
| +19% | +$387K | 0.11% | 175 |
|
|
2022
Q2 | $2.16M | Sell |
51,785
-3,130
| -6% | -$131K | 0.1% | 191 |
|
|
2022
Q1 | $2.87M | Buy |
54,915
+22,468
| +69% | +$1.17M | 0.14% | 126 |
|
|
2021
Q4 | $1.54M | Buy |
32,447
+359
| +1% | +$17K | 0.09% | 230 |
|
|
2021
Q3 | $1.46M | Buy |
32,088
+13,242
| +70% | +$603K | 0.13% | 149 |
|
|
2021
Q2 | $899K | Buy |
18,846
+2,701
| +17% | +$129K | 0.09% | 236 |
|
|
2021
Q1 | $826K | Buy |
16,145
+6,633
| +70% | +$339K | 0.13% | 180 |
|
|
2020
Q4 | $390K | Buy |
9,512
+132
| +1% | +$5.41K | 0.08% | 278 |
|
|
2020
Q3 | $362K | Buy |
9,380
+200
| +2% | +$7.72K | 0.1% | 242 |
|
|
2020
Q2 | $360K | Sell |
9,180
-1,083
| -11% | -$42.5K | 0.16% | 153 |
|
|
2020
Q1 | $397K | Buy |
+10,263
| New | +$397K | 0.23% | 121 |
|