Vanguard Personalized Indexing Management’s SM Energy SM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.1M | Buy |
44,655
+20,698
| +86% | +$511K | 0.01% | 833 |
|
|
2025
Q1 | $717K | Sell |
23,957
-4,971
| -17% | -$149K | 0.01% | 944 |
|
|
2024
Q4 | $1.12M | Sell |
28,928
-1,223
| -4% | -$47.4K | 0.02% | 726 |
|
|
2024
Q3 | $1.21M | Buy |
30,151
+3,733
| +14% | +$149K | 0.02% | 678 |
|
|
2024
Q2 | $1.14M | Sell |
26,418
-1,273
| -5% | -$54.8K | 0.02% | 618 |
|
|
2024
Q1 | $1.38M | Buy |
27,691
+3,760
| +16% | +$187K | 0.03% | 512 |
|
|
2023
Q4 | $927K | Buy |
23,931
+2,668
| +13% | +$103K | 0.02% | 689 |
|
|
2023
Q3 | $843K | Buy |
21,263
+2,340
| +12% | +$92.8K | 0.03% | 648 |
|
|
2023
Q2 | $599K | Buy |
18,923
+2,435
| +15% | +$77K | 0.02% | 819 |
|
|
2023
Q1 | $464K | Buy |
16,488
+8,464
| +105% | +$238K | 0.02% | 913 |
|
|
2022
Q4 | $279K | Buy |
+8,024
| New | +$279K | 0.01% | 1004 |
|