VPIM
Vanguard Personalized Indexing Management’s Southern Company SO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $14M | Buy |
152,861
+29,907
| +24% | +$2.75M | 0.16% | 112 |
|
|
2025
Q1 | $11.3M | Buy |
122,954
+12,195
| +11% | +$1.12M | 0.17% | 106 |
|
|
2024
Q4 | $9.12M | Buy |
110,759
+6,228
| +6% | +$513K | 0.14% | 118 |
|
|
2024
Q3 | $9.43M | Buy |
104,531
+9,081
| +10% | +$819K | 0.15% | 111 |
|
|
2024
Q2 | $7.37M | Buy |
95,450
+15,807
| +20% | +$1.22M | 0.14% | 117 |
|
|
2024
Q1 | $5.71M | Buy |
79,643
+8,385
| +12% | +$602K | 0.12% | 144 |
|
|
2023
Q4 | $5M | Sell |
71,258
-11,481
| -14% | -$805K | 0.13% | 133 |
|
|
2023
Q3 | $5.35M | Buy |
82,739
+4,568
| +6% | +$296K | 0.16% | 104 |
|
|
2023
Q2 | $5.49M | Buy |
78,171
+9,793
| +14% | +$688K | 0.17% | 100 |
|
|
2023
Q1 | $4.76M | Buy |
68,378
+16,945
| +33% | +$1.18M | 0.17% | 110 |
|
|
2022
Q4 | $3.67M | Sell |
51,433
-3,478
| -6% | -$248K | 0.15% | 128 |
|
|
2022
Q3 | $3.73M | Buy |
54,911
+5,479
| +11% | +$373K | 0.17% | 111 |
|
|
2022
Q2 | $3.53M | Buy |
49,432
+9,465
| +24% | +$675K | 0.16% | 108 |
|
|
2022
Q1 | $2.9M | Buy |
39,967
+8,573
| +27% | +$622K | 0.14% | 124 |
|
|
2021
Q4 | $2.15M | Buy |
31,394
+5,039
| +19% | +$346K | 0.13% | 148 |
|
|
2021
Q3 | $1.63M | Buy |
26,355
+3,310
| +14% | +$205K | 0.15% | 137 |
|
|
2021
Q2 | $1.39M | Buy |
23,045
+11,410
| +98% | +$690K | 0.15% | 142 |
|
|
2021
Q1 | $723K | Buy |
11,635
+7,096
| +156% | +$441K | 0.11% | 216 |
|
|
2020
Q4 | $279K | Buy |
4,539
+604
| +15% | +$37.1K | 0.06% | 395 |
|
|
2020
Q3 | $213K | Sell |
3,935
-270
| -6% | -$14.6K | 0.06% | 382 |
|
|
2020
Q2 | $218K | Sell |
4,205
-464
| -10% | -$24.1K | 0.1% | 275 |
|
|
2020
Q1 | $253K | Buy |
+4,669
| New | +$253K | 0.15% | 176 |
|