Vanguard Personalized Indexing Management’s Pembina Pipeline PBA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.2M Sell
2025
Q1
$1.38M Buy
2024
Q4
$863K Sell
2024
Q3
$1.01M Buy
2024
Q2
$731K Buy
2024
Q1
$596K Buy
2023
Q4
$388K Buy
2023
Q3
$279K Sell
2023
Q2
$298K Buy
2023
Q1
$264K Buy
2022
Q4
$216K Sell
2022
Q3
$303K Sell
2022
Q2
$367K Buy
2021
Q2
Sell
2021
Q1
$330K Sell
2020
Q4
$278K Buy
2020
Q3
$242K Buy
2020
Q2
$267K Buy