VPIM
Vanguard Personalized Indexing Management’s SEI Investments SEIC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.94M | Buy |
32,704
+6,041
| +23% | +$543K | 0.03% | 446 |
|
|
2025
Q1 | $2.07M | Buy |
26,663
+584
| +2% | +$45.3K | 0.03% | 485 |
|
|
2024
Q4 | $2.15M | Buy |
26,079
+2,886
| +12% | +$238K | 0.03% | 461 |
|
|
2024
Q3 | $1.6M | Buy |
23,193
+1,750
| +8% | +$121K | 0.03% | 553 |
|
|
2024
Q2 | $1.39M | Buy |
21,443
+1,924
| +10% | +$124K | 0.03% | 543 |
|
|
2024
Q1 | $1.4M | Buy |
19,519
+3,369
| +21% | +$242K | 0.03% | 504 |
|
|
2023
Q4 | $1.03M | Buy |
16,150
+532
| +3% | +$33.8K | 0.03% | 635 |
|
|
2023
Q3 | $941K | Buy |
15,618
+3,389
| +28% | +$204K | 0.03% | 588 |
|
|
2023
Q2 | $729K | Buy |
12,229
+538
| +5% | +$32.1K | 0.02% | 731 |
|
|
2023
Q1 | $673K | Buy |
11,691
+1,468
| +14% | +$84.5K | 0.02% | 725 |
|
|
2022
Q4 | $596K | Sell |
10,223
-8,998
| -47% | -$525K | 0.02% | 735 |
|
|
2022
Q3 | $943K | Buy |
19,221
+407
| +2% | +$20K | 0.04% | 506 |
|
|
2022
Q2 | $1.02M | Buy |
18,814
+12,407
| +194% | +$670K | 0.05% | 453 |
|
|
2022
Q1 | $386K | Buy |
6,407
+2,995
| +88% | +$180K | 0.02% | 925 |
|
|
2021
Q4 | $208K | Buy |
+3,412
| New | +$208K | 0.01% | 984 |
|
|
2021
Q3 | – | Sell |
-4,219
| Closed | -$261K | – | 1040 |
|
|
2021
Q2 | $261K | Buy |
+4,219
| New | +$261K | 0.03% | 790 |
|