VPIM
Vanguard Personalized Indexing Management’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-5,604
| Closed | -$270K | – | 1738 |
|
|
2024
Q1 | $270K | Hold |
5,604
| – | – | 0.01% | 1317 |
|
|
2023
Q4 | $272K | Buy |
+5,604
| New | +$272K | 0.01% | 1279 |
|
|
2022
Q3 | – | Sell |
-5,069
| Closed | -$249K | – | 1294 |
|
|
2022
Q2 | $249K | Buy |
5,069
+8
| +0.2% | +$393 | 0.01% | 1046 |
|
|
2022
Q1 | $251K | Buy |
5,061
+4
| +0.1% | +$198 | 0.01% | 1043 |
|
|
2021
Q4 | $257K | Buy |
5,057
+5
| +0.1% | +$254 | 0.02% | 917 |
|
|
2021
Q3 | $259K | Buy |
5,052
+4
| +0.1% | +$205 | 0.02% | 838 |
|
|
2021
Q2 | $259K | Buy |
5,048
+145
| +3% | +$7.44K | 0.03% | 792 |
|
|
2021
Q1 | $252K | Buy |
4,903
+5
| +0.1% | +$257 | 0.04% | 578 |
|
|
2020
Q4 | $252K | Buy |
4,898
+14
| +0.3% | +$720 | 0.05% | 429 |
|
|
2020
Q3 | $252K | Buy |
4,884
+14
| +0.3% | +$722 | 0.07% | 337 |
|
|
2020
Q2 | $251K | Buy |
4,870
+19
| +0.4% | +$979 | 0.11% | 241 |
|
|
2020
Q1 | $251K | Buy |
+4,851
| New | +$251K | 0.15% | 180 |
|