Vanguard Personalized Indexing Management’s National Grid NGG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.81M | Buy |
37,715
+7,645
| +25% | +$569K | 0.03% | 460 |
|
|
2025
Q1 | $1.92M | Buy |
30,070
+7,729
| +35% | +$493K | 0.03% | 502 |
|
|
2024
Q4 | $1.29M | Sell |
22,341
-8,620
| -28% | -$498K | 0.02% | 659 |
|
|
2024
Q3 | $2.06M | Buy |
30,961
+7,100
| +30% | +$473K | 0.03% | 468 |
|
|
2024
Q2 | $1.26M | Sell |
23,861
-2,762
| -10% | -$146K | 0.02% | 577 |
|
|
2024
Q1 | $1.74M | Buy |
26,623
+6,133
| +30% | +$400K | 0.04% | 436 |
|
|
2023
Q4 | $1.33M | Buy |
20,490
+2,475
| +14% | +$161K | 0.03% | 497 |
|
|
2023
Q3 | $1.04M | Buy |
18,015
+935
| +5% | +$54.2K | 0.03% | 539 |
|
|
2023
Q2 | $1.1M | Buy |
17,080
+2,233
| +15% | +$144K | 0.03% | 526 |
|
|
2023
Q1 | $1.01M | Buy |
14,847
+2,423
| +20% | +$165K | 0.04% | 525 |
|
|
2022
Q4 | $716K | Buy |
12,424
+1,559
| +14% | +$89.9K | 0.03% | 650 |
|
|
2022
Q3 | $526K | Sell |
10,865
-1,303
| -11% | -$63.1K | 0.02% | 771 |
|
|
2022
Q2 | $740K | Buy |
12,168
+3,097
| +34% | +$188K | 0.03% | 613 |
|
|
2022
Q1 | $635K | Buy |
9,071
+3,455
| +62% | +$242K | 0.03% | 703 |
|
|
2021
Q4 | $371K | Buy |
5,616
+1,505
| +37% | +$99.4K | 0.02% | 806 |
|
|
2021
Q3 | $220K | Buy |
+4,111
| New | +$220K | 0.02% | 896 |
|
|
2021
Q1 | – | Sell |
-4,031
| Closed | -$213K | – | 735 |
|
|
2020
Q4 | $213K | Buy |
+4,031
| New | +$213K | 0.05% | 488 |
|