VPIM
Vanguard Personalized Indexing Management’s New Jersey Resources NJR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $530K | Buy |
11,809
+178
| +2% | +$7.98K | 0.01% | 1174 |
|
|
2025
Q1 | $571K | Sell |
11,631
-726
| -6% | -$35.6K | 0.01% | 1049 |
|
|
2024
Q4 | $576K | Buy |
12,357
+1,150
| +10% | +$53.6K | 0.01% | 1044 |
|
|
2024
Q3 | $529K | Buy |
11,207
+1,146
| +11% | +$54.1K | 0.01% | 1067 |
|
|
2024
Q2 | $430K | Buy |
10,061
+1,021
| +11% | +$43.6K | 0.01% | 1104 |
|
|
2024
Q1 | $388K | Sell |
9,040
-3,040
| -25% | -$130K | 0.01% | 1148 |
|
|
2023
Q4 | $539K | Buy |
12,080
+6,165
| +104% | +$275K | 0.01% | 958 |
|
|
2023
Q3 | $240K | Sell |
5,915
-736
| -11% | -$29.9K | 0.01% | 1214 |
|
|
2023
Q2 | $314K | Sell |
6,651
-839
| -11% | -$39.6K | 0.01% | 1101 |
|
|
2023
Q1 | $398K | Buy |
7,490
+2,521
| +51% | +$134K | 0.01% | 980 |
|
|
2022
Q4 | $247K | Buy |
+4,969
| New | +$247K | 0.01% | 1049 |
|
|
2022
Q2 | – | Sell |
-4,455
| Closed | -$204K | – | 1309 |
|
|
2022
Q1 | $204K | Buy |
+4,455
| New | +$204K | 0.01% | 1121 |
|