VPIM
Vanguard Personalized Indexing Management’s Boston Beer SAM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $291K | Buy |
1,526
+335
| +28% | +$63.9K | ﹤0.01% | 1457 |
|
|
2025
Q1 | $284K | Buy |
1,191
+10
| +0.8% | +$2.39K | ﹤0.01% | 1362 |
|
|
2024
Q4 | $354K | Buy |
1,181
+175
| +17% | +$52.5K | 0.01% | 1271 |
|
|
2024
Q3 | $291K | Buy |
1,006
+293
| +41% | +$84.7K | ﹤0.01% | 1361 |
|
|
2024
Q2 | $218K | Sell |
713
-12
| -2% | -$3.66K | ﹤0.01% | 1415 |
|
|
2024
Q1 | $221K | Sell |
725
-143
| -16% | -$43.5K | ﹤0.01% | 1407 |
|
|
2023
Q4 | $300K | Buy |
868
+239
| +38% | +$82.6K | 0.01% | 1222 |
|
|
2023
Q3 | $245K | Buy |
+629
| New | +$245K | 0.01% | 1207 |
|
|
2022
Q2 | – | Sell |
-556
| Closed | -$216K | – | 1318 |
|
|
2022
Q1 | $216K | Buy |
556
+95
| +21% | +$36.9K | 0.01% | 1092 |
|
|
2021
Q4 | $233K | Sell |
461
-111
| -19% | -$56.1K | 0.01% | 945 |
|
|
2021
Q3 | $292K | Buy |
+572
| New | +$292K | 0.03% | 777 |
|
|
2021
Q2 | – | Sell |
-185
| Closed | -$223K | – | 975 |
|
|
2021
Q1 | $223K | Buy |
+185
| New | +$223K | 0.03% | 633 |
|