Vanguard Personalized Indexing Management’s Stepan Co SCL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-2,758
| Closed | -$248K | – | 1739 |
|
|
2024
Q1 | $248K | Buy |
2,758
+235
| +9% | +$21.2K | 0.01% | 1351 |
|
|
2023
Q4 | $239K | Buy |
+2,523
| New | +$239K | 0.01% | 1333 |
|
|
2023
Q2 | – | Sell |
-2,124
| Closed | -$219K | – | 1518 |
|
|
2023
Q1 | $219K | Buy |
+2,124
| New | +$219K | 0.01% | 1283 |
|