Vanguard Personalized Indexing Management’s ScottsMiracle-Gro SMG Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $318K | Buy |
4,820
+383
| +9% | +$25.3K | ﹤0.01% | 1407 |
|
2025
Q1 | $244K | Buy |
4,437
+1,125
| +34% | +$61.8K | ﹤0.01% | 1434 |
|
2024
Q4 | $220K | Sell |
3,312
-730
| -18% | -$48.4K | ﹤0.01% | 1485 |
|
2024
Q3 | $350K | Buy |
4,042
+98
| +2% | +$8.5K | 0.01% | 1272 |
|
2024
Q2 | $251K | Buy |
3,944
+174
| +5% | +$11.1K | ﹤0.01% | 1348 |
|
2024
Q1 | $281K | Buy |
+3,770
| New | +$281K | 0.01% | 1292 |
|
2023
Q4 | – | Sell |
-11,207
| Closed | -$579K | – | 1626 |
|
2023
Q3 | $579K | Sell |
11,207
-974
| -8% | -$50.3K | 0.02% | 817 |
|
2023
Q2 | $764K | Buy |
12,181
+332
| +3% | +$20.8K | 0.02% | 705 |
|
2023
Q1 | $826K | Buy |
11,849
+1,251
| +12% | +$87.2K | 0.03% | 627 |
|
2022
Q4 | $515K | Buy |
+10,598
| New | +$515K | 0.02% | 789 |
|
2022
Q2 | – | Sell |
-5,606
| Closed | -$689K | – | 1320 |
|
2022
Q1 | $689K | Sell |
5,606
-3,520
| -39% | -$433K | 0.03% | 658 |
|
2021
Q4 | $1.47M | Buy |
9,126
+5,848
| +178% | +$941K | 0.09% | 243 |
|
2021
Q3 | $480K | Sell |
3,278
-1,249
| -28% | -$183K | 0.04% | 537 |
|
2021
Q2 | $869K | Buy |
4,527
+2,766
| +157% | +$531K | 0.09% | 257 |
|
2021
Q1 | $431K | Buy |
+1,761
| New | +$431K | 0.07% | 365 |
|