VPIM
Vanguard Personalized Indexing Management’s Philip Morris PM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $37.1M | Buy |
203,550
+44,473
| +28% | +$8.1M | 0.42% | 29 |
|
|
2025
Q1 | $25.3M | Buy |
159,077
+22,947
| +17% | +$3.64M | 0.37% | 34 |
|
|
2024
Q4 | $16.4M | Buy |
136,130
+11,786
| +9% | +$1.42M | 0.25% | 61 |
|
|
2024
Q3 | $15.1M | Buy |
124,344
+18,683
| +18% | +$2.27M | 0.24% | 62 |
|
|
2024
Q2 | $10.5M | Buy |
105,661
+21,679
| +26% | +$2.15M | 0.2% | 82 |
|
|
2024
Q1 | $7.69M | Buy |
83,982
+17,157
| +26% | +$1.57M | 0.17% | 104 |
|
|
2023
Q4 | $6.29M | Sell |
66,825
-5,848
| -8% | -$550K | 0.16% | 103 |
|
|
2023
Q3 | $6.73M | Buy |
72,673
+6,172
| +9% | +$571K | 0.2% | 80 |
|
|
2023
Q2 | $6.49M | Buy |
66,501
+3,937
| +6% | +$384K | 0.2% | 85 |
|
|
2023
Q1 | $6.08M | Buy |
62,564
+4,469
| +8% | +$435K | 0.21% | 84 |
|
|
2022
Q4 | $5.88M | Buy |
58,095
+1,000
| +2% | +$101K | 0.24% | 68 |
|
|
2022
Q3 | $4.74M | Buy |
57,095
+2,312
| +4% | +$192K | 0.21% | 75 |
|
|
2022
Q2 | $5.41M | Buy |
54,783
+13,623
| +33% | +$1.35M | 0.25% | 67 |
|
|
2022
Q1 | $3.87M | Buy |
41,160
+10,756
| +35% | +$1.01M | 0.19% | 85 |
|
|
2021
Q4 | $2.89M | Sell |
30,404
-1,227
| -4% | -$117K | 0.17% | 106 |
|
|
2021
Q3 | $3M | Buy |
31,631
+4,671
| +17% | +$443K | 0.27% | 62 |
|
|
2021
Q2 | $2.67M | Buy |
26,960
+14,396
| +115% | +$1.43M | 0.28% | 61 |
|
|
2021
Q1 | $1.12M | Buy |
12,564
+5,138
| +69% | +$456K | 0.17% | 128 |
|
|
2020
Q4 | $615K | Buy |
7,426
+1,021
| +16% | +$84.6K | 0.13% | 176 |
|
|
2020
Q3 | $480K | Buy |
6,405
+1,416
| +28% | +$106K | 0.13% | 181 |
|
|
2020
Q2 | $350K | Buy |
4,989
+732
| +17% | +$51.4K | 0.16% | 161 |
|
|
2020
Q1 | $311K | Buy |
+4,257
| New | +$311K | 0.18% | 155 |
|