VPIM
Vanguard Personalized Indexing Management’s Morgan Stanley MS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $26M | Buy |
184,436
+44,161
| +31% | +$6.22M | 0.29% | 50 |
|
|
2025
Q1 | $16.4M | Buy |
140,275
+8,058
| +6% | +$940K | 0.24% | 69 |
|
|
2024
Q4 | $16.6M | Buy |
132,217
+7,677
| +6% | +$965K | 0.25% | 59 |
|
|
2024
Q3 | $13M | Buy |
124,540
+10,538
| +9% | +$1.1M | 0.21% | 74 |
|
|
2024
Q2 | $10.9M | Buy |
114,002
+19,125
| +20% | +$1.83M | 0.21% | 78 |
|
|
2024
Q1 | $8.93M | Buy |
94,877
+17,784
| +23% | +$1.67M | 0.19% | 85 |
|
|
2023
Q4 | $7.19M | Sell |
77,093
-28,759
| -27% | -$2.68M | 0.18% | 92 |
|
|
2023
Q3 | $8.64M | Buy |
105,852
+3,556
| +3% | +$290K | 0.26% | 56 |
|
|
2023
Q2 | $8.74M | Buy |
102,296
+4,282
| +4% | +$366K | 0.27% | 53 |
|
|
2023
Q1 | $8.6M | Buy |
98,014
+10,511
| +12% | +$923K | 0.3% | 53 |
|
|
2022
Q4 | $7.44M | Sell |
87,503
-11,882
| -12% | -$1.01M | 0.31% | 51 |
|
|
2022
Q3 | $7.85M | Buy |
99,385
+23,194
| +30% | +$1.83M | 0.36% | 43 |
|
|
2022
Q2 | $5.8M | Buy |
76,191
+26,548
| +53% | +$2.02M | 0.27% | 62 |
|
|
2022
Q1 | $4.34M | Buy |
49,643
+6,455
| +15% | +$564K | 0.21% | 73 |
|
|
2021
Q4 | $4.24M | Buy |
43,188
+14,747
| +52% | +$1.45M | 0.25% | 66 |
|
|
2021
Q3 | $2.77M | Buy |
28,441
+4,077
| +17% | +$397K | 0.25% | 71 |
|
|
2021
Q2 | $2.23M | Buy |
24,364
+5,137
| +27% | +$471K | 0.23% | 81 |
|
|
2021
Q1 | $1.49M | Buy |
19,227
+6,032
| +46% | +$468K | 0.23% | 88 |
|
|
2020
Q4 | $904K | Buy |
13,195
+2,391
| +22% | +$164K | 0.2% | 112 |
|
|
2020
Q3 | $522K | Buy |
10,804
+3,024
| +39% | +$146K | 0.15% | 168 |
|
|
2020
Q2 | $376K | Buy |
+7,780
| New | +$376K | 0.17% | 145 |
|