Vanguard Personalized Indexing Management’s SolarEdge SEDG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-2,955
| Closed | -$277K | – | 1662 |
|
|
2023
Q4 | $277K | Buy |
2,955
+465
| +19% | +$43.5K | 0.01% | 1267 |
|
|
2023
Q3 | $322K | Sell |
2,490
-285
| -10% | -$36.9K | 0.01% | 1090 |
|
|
2023
Q2 | $747K | Sell |
2,775
-96
| -3% | -$25.8K | 0.02% | 717 |
|
|
2023
Q1 | $873K | Sell |
2,871
-249
| -8% | -$75.7K | 0.03% | 596 |
|
|
2022
Q4 | $884K | Sell |
3,120
-1,425
| -31% | -$404K | 0.04% | 559 |
|
|
2022
Q3 | $1.05M | Sell |
4,545
-986
| -18% | -$228K | 0.05% | 456 |
|
|
2022
Q2 | $1.51M | Sell |
5,531
-54
| -1% | -$14.8K | 0.07% | 277 |
|
|
2022
Q1 | $1.8M | Buy |
5,585
+3,638
| +187% | +$1.17M | 0.09% | 223 |
|
|
2021
Q4 | $546K | Buy |
1,947
+631
| +48% | +$177K | 0.03% | 673 |
|
|
2021
Q3 | $349K | Sell |
1,316
-265
| -17% | -$70.3K | 0.03% | 701 |
|
|
2021
Q2 | $437K | Sell |
1,581
-40
| -2% | -$11.1K | 0.05% | 548 |
|
|
2021
Q1 | $466K | Buy |
1,621
+367
| +29% | +$106K | 0.07% | 339 |
|
|
2020
Q4 | $400K | Sell |
1,254
-44
| -3% | -$14K | 0.09% | 266 |
|
|
2020
Q3 | $309K | Buy |
+1,298
| New | +$309K | 0.09% | 279 |
|