Vanguard Personalized Indexing Management’s Sotera Health SHC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $199K | Buy |
17,878
+4,951
| +38% | +$55.1K | ﹤0.01% | 1637 |
|
|
2025
Q1 | $151K | Sell |
12,927
-386
| -3% | -$4.5K | ﹤0.01% | 1560 |
|
|
2024
Q4 | $182K | Sell |
13,313
-954
| -7% | -$13.1K | ﹤0.01% | 1541 |
|
|
2024
Q3 | $238K | Buy |
14,267
+990
| +7% | +$16.5K | ﹤0.01% | 1455 |
|
|
2024
Q2 | $158K | Buy |
+13,277
| New | +$158K | ﹤0.01% | 1486 |
|
|
2023
Q4 | – | Sell |
-38,894
| Closed | -$583K | – | 1624 |
|
|
2023
Q3 | $583K | Sell |
38,894
-244
| -0.6% | -$3.66K | 0.02% | 816 |
|
|
2023
Q2 | $737K | Sell |
39,138
-246
| -0.6% | -$4.64K | 0.02% | 726 |
|
|
2023
Q1 | $705K | Buy |
39,384
+1,640
| +4% | +$29.4K | 0.02% | 705 |
|
|
2022
Q4 | $314K | Buy |
+37,744
| New | +$314K | 0.01% | 964 |
|
|
2022
Q3 | – | Sell |
-17,394
| Closed | -$341K | – | 1296 |
|
|
2022
Q2 | $341K | Buy |
+17,394
| New | +$341K | 0.02% | 943 |
|