VPIM
Vanguard Personalized Indexing Management’s Stifel SF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.67M | Buy |
16,066
+842
| +6% | +$87.4K | 0.02% | 634 |
|
|
2025
Q1 | $1.43M | Buy |
15,224
+1,079
| +8% | +$102K | 0.02% | 621 |
|
|
2024
Q4 | $1.5M | Buy |
14,145
+2,041
| +17% | +$217K | 0.02% | 582 |
|
|
2024
Q3 | $1.14M | Buy |
12,104
+369
| +3% | +$34.7K | 0.02% | 706 |
|
|
2024
Q2 | $987K | Buy |
11,735
+1,746
| +17% | +$147K | 0.02% | 687 |
|
|
2024
Q1 | $781K | Sell |
9,989
-4,219
| -30% | -$330K | 0.02% | 784 |
|
|
2023
Q4 | $982K | Sell |
14,208
-3,584
| -20% | -$248K | 0.03% | 657 |
|
|
2023
Q3 | $1.09M | Buy |
17,792
+875
| +5% | +$53.8K | 0.03% | 517 |
|
|
2023
Q2 | $1.01M | Buy |
16,917
+161
| +1% | +$9.61K | 0.03% | 565 |
|
|
2023
Q1 | $990K | Buy |
16,756
+3,778
| +29% | +$223K | 0.03% | 533 |
|
|
2022
Q4 | $758K | Buy |
12,978
+7,779
| +150% | +$454K | 0.03% | 627 |
|
|
2022
Q3 | $270K | Sell |
5,199
-1,282
| -20% | -$66.6K | 0.01% | 1002 |
|
|
2022
Q2 | $363K | Sell |
6,481
-764
| -11% | -$42.8K | 0.02% | 922 |
|
|
2022
Q1 | $492K | Buy |
7,245
+3,541
| +96% | +$240K | 0.02% | 833 |
|
|
2021
Q4 | $261K | Sell |
3,704
-1,698
| -31% | -$120K | 0.02% | 910 |
|
|
2021
Q3 | $367K | Buy |
+5,402
| New | +$367K | 0.03% | 676 |
|