Vanguard Personalized Indexing Management’s Sumitomo Mitsui Financial SMFG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.8M | Buy |
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|
2025
Q1 | $3.79M | Buy |
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|
2024
Q4 | $3.26M | Sell |
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|
2024
Q3 | $2.88M | Buy |
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|
2024
Q2 | $2.82M | Buy |
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|
2024
Q1 | $2.06M | Buy |
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|
2023
Q4 | $1.28M | Buy |
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|
2023
Q3 | $1.14M | Buy |
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|
2023
Q2 | $836K | Buy |
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|
2023
Q1 | $644K | Buy |
|
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|
2022
Q4 | $596K | Sell |
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|
2022
Q3 | $741K | Buy |
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|
2022
Q2 | $540K | Sell |
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|
2022
Q1 | $598K | Buy |
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|
2021
Q4 | $553K | Buy |
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|
2021
Q3 | $462K | Buy |
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|
2021
Q2 | $408K | Sell |
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|
2021
Q1 | $577K | Sell |
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|
2020
Q4 | $527K | Buy |
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|
2020
Q3 | $436K | Buy |
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|
2020
Q2 | $305K | Sell |
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|
2020
Q1 | $986K | Buy |
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