VPIM
Vanguard Personalized Indexing Management’s Primerica PRI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.2M | Sell |
4,370
-155
| -3% | -$42.4K | 0.01% | 793 |
|
|
2025
Q1 | $1.29M | Buy |
4,525
+141
| +3% | +$40.1K | 0.02% | 668 |
|
|
2024
Q4 | $1.19M | Buy |
4,384
+168
| +4% | +$45.6K | 0.02% | 700 |
|
|
2024
Q3 | $1.12M | Buy |
4,216
+1,207
| +40% | +$320K | 0.02% | 717 |
|
|
2024
Q2 | $712K | Buy |
3,009
+308
| +11% | +$72.9K | 0.01% | 848 |
|
|
2024
Q1 | $683K | Sell |
2,701
-589
| -18% | -$149K | 0.01% | 853 |
|
|
2023
Q4 | $677K | Buy |
3,290
+1,191
| +57% | +$245K | 0.02% | 844 |
|
|
2023
Q3 | $407K | Buy |
2,099
+415
| +25% | +$80.5K | 0.01% | 979 |
|
|
2023
Q2 | $333K | Buy |
1,684
+275
| +20% | +$54.4K | 0.01% | 1078 |
|
|
2023
Q1 | $243K | Buy |
+1,409
| New | +$243K | 0.01% | 1226 |
|
|
2022
Q1 | – | Sell |
-5,942
| Closed | -$911K | – | 1228 |
|
|
2021
Q4 | $911K | Buy |
+5,942
| New | +$911K | 0.05% | 438 |
|