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
Q3
$1.68M Sell
2025
Q2
$2.02M Buy
2025
Q1
$1.44M Buy
2024
Q4
$1.44M Buy
2024
Q3
$1.31M Buy
2024
Q2
$1.04M Buy
2024
Q1
$1.01M Buy
2023
Q4
$823K Sell
2023
Q3
$850K Buy
2023
Q2
$739K Buy
2023
Q1
$577K Sell
2022
Q4
$574K Buy
2022
Q3
$298K Sell
2022
Q2
$499K Buy
2022
Q1
$480K Sell
2021
Q4
$500K Buy
2021
Q3
$373K Buy
2021
Q2
$310K Sell
2021
Q1
$399K Buy
2020
Q4
$343K Sell
2020
Q3
$354K Buy