Vanguard Personalized Indexing Management’s Sony SONY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.53M | Buy |
365,936
+35,901
| +11% | +$935K | 0.11% | 158 |
|
|
2025
Q1 | $8.38M | Buy |
330,035
+40,991
| +14% | +$1.04M | 0.12% | 148 |
|
|
2024
Q4 | $6.12M | Buy |
289,044
+33,904
| +13% | +$717K | 0.09% | 183 |
|
|
2024
Q3 | $4.93M | Buy |
255,140
+57,725
| +29% | +$1.11M | 0.08% | 216 |
|
|
2024
Q2 | $3.33M | Sell |
197,415
-3,685
| -2% | -$62.2K | 0.06% | 275 |
|
|
2024
Q1 | $3.45M | Buy |
201,100
+33,480
| +20% | +$574K | 0.07% | 244 |
|
|
2023
Q4 | $3.17M | Buy |
167,620
+21,750
| +15% | +$412K | 0.08% | 227 |
|
|
2023
Q3 | $2.4M | Buy |
145,870
+2,770
| +2% | +$45.7K | 0.07% | 265 |
|
|
2023
Q2 | $2.58M | Buy |
143,100
+14,515
| +11% | +$261K | 0.08% | 243 |
|
|
2023
Q1 | $2.33M | Buy |
128,585
+30,285
| +31% | +$549K | 0.08% | 243 |
|
|
2022
Q4 | $1.5M | Buy |
98,300
+22,510
| +30% | +$343K | 0.06% | 356 |
|
|
2022
Q3 | $971K | Sell |
75,790
-13,505
| -15% | -$173K | 0.04% | 493 |
|
|
2022
Q2 | $1.46M | Buy |
89,295
+4,550
| +5% | +$74.4K | 0.07% | 292 |
|
|
2022
Q1 | $1.74M | Buy |
84,745
+16,370
| +24% | +$336K | 0.08% | 229 |
|
|
2021
Q4 | $1.73M | Buy |
68,375
+12,545
| +22% | +$317K | 0.1% | 199 |
|
|
2021
Q3 | $1.24M | Buy |
55,830
+7,325
| +15% | +$162K | 0.11% | 180 |
|
|
2021
Q2 | $943K | Sell |
48,505
-7,440
| -13% | -$145K | 0.1% | 218 |
|
|
2021
Q1 | $1.19M | Sell |
55,945
-765
| -1% | -$16.2K | 0.18% | 118 |
|
|
2020
Q4 | $1.15M | Buy |
56,710
+5,365
| +10% | +$109K | 0.25% | 86 |
|
|
2020
Q3 | $788K | Buy |
51,345
+18,860
| +58% | +$289K | 0.22% | 100 |
|
|
2020
Q2 | $449K | Buy |
32,485
+8,300
| +34% | +$115K | 0.2% | 121 |
|
|
2020
Q1 | $286K | Buy |
+24,185
| New | +$286K | 0.17% | 167 |
|