Vanguard Personalized Indexing Management’s Sun Life Financial SLF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.02M | Buy |
30,441
+5,231
| +21% | +$348K | 0.02% | 564 |
|
|
2025
Q1 | $1.44M | Buy |
25,210
+1,027
| +4% | +$58.8K | 0.02% | 617 |
|
|
2024
Q4 | $1.44M | Buy |
24,183
+1,558
| +7% | +$92.5K | 0.02% | 605 |
|
|
2024
Q3 | $1.31M | Buy |
22,625
+1,249
| +6% | +$72.5K | 0.02% | 640 |
|
|
2024
Q2 | $1.04M | Buy |
21,376
+2,853
| +15% | +$138K | 0.02% | 667 |
|
|
2024
Q1 | $1.01M | Buy |
18,523
+2,656
| +17% | +$145K | 0.02% | 654 |
|
|
2023
Q4 | $823K | Sell |
15,867
-1,553
| -9% | -$80.5K | 0.02% | 752 |
|
|
2023
Q3 | $850K | Buy |
17,420
+3,234
| +23% | +$158K | 0.03% | 646 |
|
|
2023
Q2 | $739K | Buy |
14,186
+1,826
| +15% | +$95.2K | 0.02% | 722 |
|
|
2023
Q1 | $577K | Sell |
12,360
-11
| -0.1% | -$514 | 0.02% | 801 |
|
|
2022
Q4 | $574K | Buy |
12,371
+4,884
| +65% | +$227K | 0.02% | 751 |
|
|
2022
Q3 | $298K | Sell |
7,487
-3,414
| -31% | -$136K | 0.01% | 975 |
|
|
2022
Q2 | $499K | Buy |
10,901
+2,298
| +27% | +$105K | 0.02% | 823 |
|
|
2022
Q1 | $480K | Sell |
8,603
-369
| -4% | -$20.6K | 0.02% | 850 |
|
|
2021
Q4 | $500K | Buy |
8,972
+1,729
| +24% | +$96.4K | 0.03% | 703 |
|
|
2021
Q3 | $373K | Buy |
7,243
+1,225
| +20% | +$63.1K | 0.03% | 672 |
|
|
2021
Q2 | $310K | Sell |
6,018
-1,868
| -24% | -$96.2K | 0.03% | 717 |
|
|
2021
Q1 | $399K | Buy |
7,886
+169
| +2% | +$8.55K | 0.06% | 396 |
|
|
2020
Q4 | $343K | Sell |
7,717
-982
| -11% | -$43.6K | 0.07% | 317 |
|
|
2020
Q3 | $354K | Buy |
+8,699
| New | +$354K | 0.1% | 252 |
|