Vanguard Personalized Indexing Management’s Sumitomo Mitsui Financial SMFG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.8M | Buy |
251,199
+5,857
| +2% | +$88.5K | 0.04% | 365 |
|
|
2025
Q1 | $3.79M | Buy |
245,342
+20,386
| +9% | +$315K | 0.06% | 306 |
|
|
2024
Q4 | $3.26M | Sell |
224,956
-3,410
| -1% | -$49.4K | 0.05% | 328 |
|
|
2024
Q3 | $2.88M | Buy |
228,366
+16,899
| +8% | +$213K | 0.05% | 346 |
|
|
2024
Q2 | $2.82M | Buy |
211,467
+36,182
| +21% | +$483K | 0.05% | 318 |
|
|
2024
Q1 | $2.06M | Buy |
175,285
+42,772
| +32% | +$503K | 0.04% | 387 |
|
|
2023
Q4 | $1.28M | Buy |
132,513
+17,099
| +15% | +$166K | 0.03% | 513 |
|
|
2023
Q3 | $1.14M | Buy |
115,414
+18,161
| +19% | +$179K | 0.03% | 503 |
|
|
2023
Q2 | $836K | Buy |
97,253
+16,772
| +21% | +$144K | 0.03% | 651 |
|
|
2023
Q1 | $644K | Buy |
80,481
+6,106
| +8% | +$48.9K | 0.02% | 748 |
|
|
2022
Q4 | $596K | Sell |
74,375
-60,414
| -45% | -$485K | 0.02% | 733 |
|
|
2022
Q3 | $741K | Buy |
134,789
+43,256
| +47% | +$238K | 0.03% | 617 |
|
|
2022
Q2 | $540K | Sell |
91,533
-4,255
| -4% | -$25.1K | 0.03% | 787 |
|
|
2022
Q1 | $598K | Buy |
95,788
+14,276
| +18% | +$89.1K | 0.03% | 743 |
|
|
2021
Q4 | $553K | Buy |
81,512
+15,596
| +24% | +$106K | 0.03% | 666 |
|
|
2021
Q3 | $462K | Buy |
65,916
+6,650
| +11% | +$46.6K | 0.04% | 557 |
|
|
2021
Q2 | $408K | Sell |
59,266
-20,358
| -26% | -$140K | 0.04% | 586 |
|
|
2021
Q1 | $577K | Sell |
79,624
-5,793
| -7% | -$42K | 0.09% | 278 |
|
|
2020
Q4 | $527K | Buy |
85,417
+7,386
| +9% | +$45.6K | 0.11% | 207 |
|
|
2020
Q3 | $436K | Buy |
78,031
+23,844
| +44% | +$133K | 0.12% | 201 |
|
|
2020
Q2 | $305K | Sell |
54,187
-151,648
| -74% | -$854K | 0.14% | 183 |
|
|
2020
Q1 | $986K | Buy |
+205,835
| New | +$986K | 0.58% | 41 |
|