Vanguard Personalized Indexing Management’s J.M. Smucker SJM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.14M | Buy |
11,642
+264
| +2% | +$25.9K | 0.01% | 817 |
|
|
2025
Q1 | $1.35M | Sell |
11,378
-633
| -5% | -$75K | 0.02% | 645 |
|
|
2024
Q4 | $1.32M | Sell |
12,011
-1,710
| -12% | -$188K | 0.02% | 643 |
|
|
2024
Q3 | $1.66M | Buy |
13,721
+1,877
| +16% | +$227K | 0.03% | 537 |
|
|
2024
Q2 | $1.28M | Buy |
11,844
+2,831
| +31% | +$306K | 0.02% | 572 |
|
|
2024
Q1 | $1.13M | Sell |
9,013
-407
| -4% | -$51.2K | 0.02% | 595 |
|
|
2023
Q4 | $1.19M | Sell |
9,420
-895
| -9% | -$113K | 0.03% | 548 |
|
|
2023
Q3 | $1.27M | Sell |
10,315
-517
| -5% | -$63.5K | 0.04% | 449 |
|
|
2023
Q2 | $1.6M | Buy |
10,832
+633
| +6% | +$93.5K | 0.05% | 376 |
|
|
2023
Q1 | $1.61M | Sell |
10,199
-539
| -5% | -$84.8K | 0.06% | 357 |
|
|
2022
Q4 | $1.7M | Sell |
10,738
-992
| -8% | -$157K | 0.07% | 303 |
|
|
2022
Q3 | $1.61M | Buy |
11,730
+3,908
| +50% | +$537K | 0.07% | 284 |
|
|
2022
Q2 | $1M | Sell |
7,822
-2,526
| -24% | -$323K | 0.05% | 464 |
|
|
2022
Q1 | $1.4M | Buy |
10,348
+3,410
| +49% | +$462K | 0.07% | 295 |
|
|
2021
Q4 | $942K | Buy |
6,938
+3,321
| +92% | +$451K | 0.06% | 426 |
|
|
2021
Q3 | $434K | Buy |
3,617
+496
| +16% | +$59.5K | 0.04% | 596 |
|
|
2021
Q2 | $404K | Sell |
3,121
-530
| -15% | -$68.6K | 0.04% | 592 |
|
|
2021
Q1 | $462K | Buy |
3,651
+1,035
| +40% | +$131K | 0.07% | 341 |
|
|
2020
Q4 | $302K | Sell |
2,616
-9
| -0.3% | -$1.04K | 0.07% | 369 |
|
|
2020
Q3 | $303K | Buy |
+2,625
| New | +$303K | 0.09% | 283 |
|
|
2020
Q2 | – | Sell |
-1,806
| Closed | -$200K | – | 375 |
|
|
2020
Q1 | $200K | Buy |
+1,806
| New | +$200K | 0.12% | 225 |
|