VPIM
Vanguard Personalized Indexing Management’s iShares National Muni Bond ETF MUB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-2,253
| Closed | -$231K | – | 1307 |
|
|
2022
Q3 | $231K | Sell |
2,253
-3,089
| -58% | -$317K | 0.01% | 1056 |
|
|
2022
Q2 | $568K | Buy |
5,342
+2,988
| +127% | +$318K | 0.03% | 760 |
|
|
2022
Q1 | $258K | Sell |
2,354
-5,935
| -72% | -$650K | 0.01% | 1038 |
|
|
2021
Q4 | $964K | Buy |
8,289
+1,799
| +28% | +$209K | 0.06% | 413 |
|
|
2021
Q3 | $754K | Buy |
6,490
+56
| +0.9% | +$6.51K | 0.07% | 320 |
|
|
2021
Q2 | $754K | Hold |
6,434
| – | – | 0.08% | 315 |
|
|
2021
Q1 | $747K | Sell |
6,434
-1,341
| -17% | -$156K | 0.11% | 202 |
|
|
2020
Q4 | $911K | Sell |
7,775
-10,322
| -57% | -$1.21M | 0.2% | 110 |
|
|
2020
Q3 | $2.1M | Buy |
+18,097
| New | +$2.1M | 0.59% | 31 |
|