Vanguard Personalized Indexing Management’s Sonoco SON Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $421K | Buy |
9,665
+5,320
| +122% | +$232K | ﹤0.01% | 1283 |
|
|
2025
Q1 | $205K | Sell |
4,345
-2,982
| -41% | -$141K | ﹤0.01% | 1514 |
|
|
2024
Q4 | $358K | Buy |
7,327
+2,007
| +38% | +$98K | 0.01% | 1267 |
|
|
2024
Q3 | $291K | Sell |
5,320
-2,133
| -29% | -$117K | ﹤0.01% | 1362 |
|
|
2024
Q2 | $378K | Buy |
7,453
+1,088
| +17% | +$55.2K | 0.01% | 1156 |
|
|
2024
Q1 | $368K | Buy |
6,365
+2,390
| +60% | +$138K | 0.01% | 1165 |
|
|
2023
Q4 | $222K | Sell |
3,975
-6,933
| -64% | -$387K | 0.01% | 1367 |
|
|
2023
Q3 | $593K | Sell |
10,908
-3,681
| -25% | -$200K | 0.02% | 809 |
|
|
2023
Q2 | $861K | Buy |
14,589
+149
| +1% | +$8.79K | 0.03% | 634 |
|
|
2023
Q1 | $881K | Buy |
14,440
+5,082
| +54% | +$310K | 0.03% | 590 |
|
|
2022
Q4 | $568K | Sell |
9,358
-101
| -1% | -$6.13K | 0.02% | 756 |
|
|
2022
Q3 | $537K | Sell |
9,459
-170
| -2% | -$9.65K | 0.02% | 764 |
|
|
2022
Q2 | $549K | Sell |
9,629
-3,986
| -29% | -$227K | 0.03% | 776 |
|
|
2022
Q1 | $852K | Buy |
+13,615
| New | +$852K | 0.04% | 543 |
|
|
2021
Q3 | – | Sell |
-5,178
| Closed | -$346K | – | 1044 |
|
|
2021
Q2 | $346K | Buy |
+5,178
| New | +$346K | 0.04% | 671 |
|