VPIM
Vanguard Personalized Indexing Management’s ePlus PLUS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-2,865
| Closed | -$282K | – | 1857 |
|
|
2024
Q3 | $282K | Buy |
+2,865
| New | +$282K | ﹤0.01% | 1374 |
|
|
2024
Q2 | – | Sell |
-2,968
| Closed | -$233K | – | 1731 |
|
|
2024
Q1 | $233K | Buy |
2,968
+258
| +10% | +$20.3K | 0.01% | 1386 |
|
|
2023
Q4 | $216K | Buy |
+2,710
| New | +$216K | 0.01% | 1378 |
|
|
2023
Q2 | – | Sell |
-4,600
| Closed | -$226K | – | 1517 |
|
|
2023
Q1 | $226K | Buy |
+4,600
| New | +$226K | 0.01% | 1265 |
|