Vanguard Personalized Indexing Management’s NewMarket NEU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $519K | Buy |
751
+176
| +31% | +$122K | 0.01% | 1181 |
|
|
2025
Q1 | $326K | Sell |
575
-81
| -12% | -$45.9K | ﹤0.01% | 1305 |
|
|
2024
Q4 | $347K | Buy |
656
+174
| +36% | +$91.9K | 0.01% | 1279 |
|
|
2024
Q3 | $266K | Buy |
482
+47
| +11% | +$25.9K | ﹤0.01% | 1402 |
|
|
2024
Q2 | $224K | Sell |
435
-45
| -9% | -$23.2K | ﹤0.01% | 1409 |
|
|
2024
Q1 | $305K | Sell |
480
-125
| -21% | -$79.3K | 0.01% | 1255 |
|
|
2023
Q4 | $330K | Buy |
+605
| New | +$330K | 0.01% | 1184 |
|