VPIM
Vanguard Personalized Indexing Management’s Schwab US Broad Market ETF SCHB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $326K | Sell |
13,666
-4
| -0% | -$95 | ﹤0.01% | 1397 |
|
|
2025
Q1 | $294K | Sell |
13,670
-5,646
| -29% | -$122K | ﹤0.01% | 1343 |
|
|
2024
Q4 | $438K | Buy |
19,316
+12,581
| +187% | -$20.2K | 0.01% | 1180 |
|
|
2024
Q3 | $448K | Buy |
6,735
+159
| +2% | +$10.6K | 0.01% | 1143 |
|
|
2024
Q2 | $400K | Sell |
6,576
-3
| -0% | -$182 | 0.01% | 1136 |
|
|
2024
Q1 | $402K | Sell |
6,579
-38,624
| -85% | -$2.36M | 0.01% | 1122 |
|
|
2023
Q4 | $2.52M | Buy |
+45,203
| New | +$2.52M | 0.06% | 289 |
|
|
2023
Q1 | – | Sell |
-11,314
| Closed | -$507K | – | 1493 |
|
|
2022
Q4 | $507K | Buy |
11,314
+1,414
| +14% | +$63.4K | 0.02% | 794 |
|
|
2022
Q3 | $416K | Sell |
9,900
-12,574
| -56% | -$528K | 0.02% | 849 |
|
|
2022
Q2 | $993K | Sell |
22,474
-192
| -0.8% | -$8.48K | 0.05% | 470 |
|
|
2022
Q1 | $1.21M | Buy |
22,666
+15,052
| +198% | +$397K | 0.06% | 348 |
|
|
2021
Q4 | $860K | Hold |
7,614
| – | – | 0.05% | 473 |
|
|
2021
Q3 | $791K | Hold |
7,614
| – | – | 0.07% | 303 |
|
|
2021
Q2 | $794K | Buy |
7,614
+10
| +0.1% | +$1.04K | 0.08% | 287 |
|
|
2021
Q1 | $735K | Hold |
7,604
| – | – | 0.11% | 209 |
|
|
2020
Q4 | $692K | Buy |
7,604
+3,225
| +74% | +$293K | 0.15% | 158 |
|
|
2020
Q3 | $349K | Buy |
+4,379
| New | +$349K | 0.1% | 257 |
|