VPIM
Vanguard Personalized Indexing Management’s Gores Guggenheim PSNY Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $62.5K | Buy |
58,455
+2,090
| +4% | +$2.24K | ﹤0.01% | 1797 |
|
2025
Q1 | $59.2K | Buy |
56,365
+4,325
| +8% | +$4.54K | ﹤0.01% | 1663 |
|
2024
Q4 | $54.6K | Buy |
52,040
+1,396
| +3% | +$1.47K | ﹤0.01% | 1688 |
|
2024
Q3 | $87.1K | Buy |
50,644
+18,155
| +56% | +$31.2K | ﹤0.01% | 1631 |
|
2024
Q2 | $25.6K | Buy |
32,489
+4,701
| +17% | +$3.7K | ﹤0.01% | 1630 |
|
2024
Q1 | $42.8K | Buy |
27,788
+3,444
| +14% | +$5.3K | ﹤0.01% | 1573 |
|
2023
Q4 | $55K | Buy |
24,344
+14,048
| +136% | +$31.7K | ﹤0.01% | 1513 |
|
2023
Q3 | $27.2K | Sell |
10,296
-1,214
| -11% | -$3.21K | ﹤0.01% | 1439 |
|
2023
Q2 | $44K | Buy |
+11,510
| New | +$44K | ﹤0.01% | 1430 |
|
2023
Q1 | – | Sell |
-10,200
| Closed | -$54.2K | – | 1490 |
|
2022
Q4 | $54.2K | Buy |
+10,200
| New | +$54.2K | ﹤0.01% | 1246 |
|