Vanguard Personalized Indexing Management’s Sun Life Financial SLF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | $1.98M | Buy |
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|
2025
Q3 | $1.68M | Sell |
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|
2025
Q2 | $2.02M | Buy |
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|
2025
Q1 | $1.44M | Buy |
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|
2024
Q4 | $1.44M | Buy |
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|
2024
Q3 | $1.31M | Buy |
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|
2024
Q2 | $1.04M | Buy |
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|
2024
Q1 | $1.01M | Buy |
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|
2023
Q4 | $823K | Sell |
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|
2023
Q3 | $850K | Buy |
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|
2023
Q2 | $739K | Buy |
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|
2023
Q1 | $577K | Sell |
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|
2022
Q4 | $574K | Buy |
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|
2022
Q3 | $298K | Sell |
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|
2022
Q2 | $499K | Buy |
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|
2022
Q1 | $480K | Sell |
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|
2021
Q4 | $500K | Buy |
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|
2021
Q3 | $373K | Buy |
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|
2021
Q2 | $310K | Sell |
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|
2021
Q1 | $399K | Buy |
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|
2020
Q4 | $343K | Sell |
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|
2020
Q3 | $354K | Buy |
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