Vanguard Personalized Indexing Management’s Piper Sandler PIPR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $838K | Buy |
3,015
+443
| +17% | +$123K | 0.01% | 947 |
|
|
2025
Q1 | $637K | Buy |
2,572
+629
| +32% | +$156K | 0.01% | 1006 |
|
|
2024
Q4 | $583K | Buy |
1,943
+213
| +12% | +$63.9K | 0.01% | 1037 |
|
|
2024
Q3 | $491K | Buy |
1,730
+242
| +16% | +$68.7K | 0.01% | 1102 |
|
|
2024
Q2 | $342K | Sell |
1,488
-213
| -13% | -$49K | 0.01% | 1218 |
|
|
2024
Q1 | $338K | Buy |
1,701
+299
| +21% | +$59.3K | 0.01% | 1220 |
|
|
2023
Q4 | $245K | Buy |
1,402
+18
| +1% | +$3.15K | 0.01% | 1319 |
|
|
2023
Q3 | $201K | Buy |
+1,384
| New | +$201K | 0.01% | 1304 |
|