VPIM
Vanguard Personalized Indexing Management’s NatWest NWG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.43M | Buy |
171,865
+25,300
| +17% | +$358K | 0.03% | 497 |
|
|
2025
Q1 | $1.75M | Buy |
146,565
+16,306
| +13% | +$194K | 0.03% | 542 |
|
|
2024
Q4 | $1.32M | Buy |
130,259
+26,575
| +26% | +$270K | 0.02% | 642 |
|
|
2024
Q3 | $970K | Buy |
103,684
+19,028
| +22% | +$178K | 0.02% | 781 |
|
|
2024
Q2 | $637K | Buy |
84,656
+18,287
| +28% | +$138K | 0.01% | 920 |
|
|
2024
Q1 | $451K | Buy |
66,369
+14,819
| +29% | +$101K | 0.01% | 1072 |
|
|
2023
Q4 | $290K | Sell |
51,550
-2,521
| -5% | -$14.2K | 0.01% | 1242 |
|
|
2023
Q3 | $315K | Buy |
54,071
+5,357
| +11% | +$31.2K | 0.01% | 1104 |
|
|
2023
Q2 | $298K | Buy |
48,714
+5,505
| +13% | +$33.7K | 0.01% | 1132 |
|
|
2023
Q1 | $285K | Buy |
43,209
+2,784
| +7% | +$18.4K | 0.01% | 1138 |
|
|
2022
Q4 | $261K | Sell |
40,425
-28,100
| -41% | -$182K | 0.01% | 1028 |
|
|
2022
Q3 | $342K | Sell |
68,525
-17,486
| -20% | -$87.3K | 0.02% | 915 |
|
|
2022
Q2 | $469K | Buy |
86,011
+43,921
| +104% | +$239K | 0.02% | 846 |
|
|
2022
Q1 | $239K | Buy |
42,090
+11,619
| +38% | +$66K | 0.01% | 1059 |
|
|
2021
Q4 | $186K | Buy |
30,471
+1,390
| +5% | +$8.49K | 0.01% | 1006 |
|
|
2021
Q3 | $177K | Buy |
+29,081
| New | +$177K | 0.02% | 936 |
|
|
2021
Q2 | – | Sell |
-17,642
| Closed | -$95K | – | 963 |
|
|
2021
Q1 | $95K | Sell |
17,642
-2,628
| -13% | -$14.2K | 0.01% | 715 |
|
|
2020
Q4 | $92K | Sell |
20,270
-37
| -0.2% | -$168 | 0.02% | 546 |
|
|
2020
Q3 | $55K | Sell |
20,307
-3,613
| -15% | -$9.79K | 0.02% | 459 |
|
|
2020
Q2 | $73K | Buy |
23,920
+6,779
| +40% | +$20.7K | 0.03% | 333 |
|
|
2020
Q1 | $47K | Buy |
+17,141
| New | +$47K | 0.03% | 262 |
|