Vanguard Personalized Indexing Management’s Shell SHEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.18M | Buy |
130,309
+2,650
| +2% | +$187K | 0.1% | 170 |
|
|
2025
Q1 | $9.35M | Buy |
127,659
+24,714
| +24% | +$1.81M | 0.14% | 123 |
|
|
2024
Q4 | $6.45M | Sell |
102,945
-6,627
| -6% | -$415K | 0.1% | 170 |
|
|
2024
Q3 | $7.23M | Buy |
109,572
+4,935
| +5% | +$325K | 0.12% | 142 |
|
|
2024
Q2 | $7.45M | Buy |
104,637
+10,020
| +11% | +$714K | 0.14% | 116 |
|
|
2024
Q1 | $6.34M | Buy |
94,617
+9,354
| +11% | +$627K | 0.14% | 127 |
|
|
2023
Q4 | $5.61M | Buy |
85,263
+16,975
| +25% | +$1.12M | 0.14% | 115 |
|
|
2023
Q3 | $4.4M | Buy |
68,288
+628
| +0.9% | +$40.4K | 0.13% | 131 |
|
|
2023
Q2 | $4.09M | Buy |
67,660
+7,623
| +13% | +$460K | 0.13% | 140 |
|
|
2023
Q1 | $3.45M | Buy |
60,037
+8,555
| +17% | +$492K | 0.12% | 158 |
|
|
2022
Q4 | $2.93M | Buy |
51,482
+4,232
| +9% | +$241K | 0.12% | 171 |
|
|
2022
Q3 | $2.35M | Buy |
47,250
+4,197
| +10% | +$209K | 0.11% | 191 |
|
|
2022
Q2 | $2.25M | Buy |
43,053
+7,401
| +21% | +$387K | 0.1% | 184 |
|
|
2022
Q1 | $1.96M | Buy |
+35,652
| New | +$1.96M | 0.09% | 198 |
|