Vanguard Personalized Indexing Management’s Simon Property Group SPG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.44M | Buy |
46,272
+8,406
| +22% | +$1.35M | 0.08% | 202 |
|
|
2025
Q1 | $6.29M | Buy |
37,866
+1,928
| +5% | +$320K | 0.09% | 188 |
|
|
2024
Q4 | $6.19M | Buy |
35,938
+2,115
| +6% | +$364K | 0.09% | 179 |
|
|
2024
Q3 | $5.72M | Buy |
33,823
+3,428
| +11% | +$579K | 0.09% | 187 |
|
|
2024
Q2 | $4.6M | Buy |
30,395
+3,833
| +14% | +$580K | 0.09% | 192 |
|
|
2024
Q1 | $4.16M | Buy |
26,562
+1,625
| +7% | +$254K | 0.09% | 206 |
|
|
2023
Q4 | $3.56M | Sell |
24,937
-8,422
| -25% | -$1.2M | 0.09% | 203 |
|
|
2023
Q3 | $3.6M | Buy |
33,359
+2,059
| +7% | +$222K | 0.11% | 175 |
|
|
2023
Q2 | $3.61M | Buy |
31,300
+1,718
| +6% | +$198K | 0.11% | 168 |
|
|
2023
Q1 | $3.31M | Sell |
29,582
-585
| -2% | -$65.5K | 0.12% | 164 |
|
|
2022
Q4 | $3.54M | Buy |
30,167
+9,558
| +46% | +$1.12M | 0.15% | 134 |
|
|
2022
Q3 | $1.85M | Buy |
20,609
+1,960
| +11% | +$176K | 0.08% | 247 |
|
|
2022
Q2 | $1.77M | Buy |
18,649
+3,718
| +25% | +$353K | 0.08% | 239 |
|
|
2022
Q1 | $1.96M | Buy |
14,931
+2,832
| +23% | +$373K | 0.1% | 197 |
|
|
2021
Q4 | $1.93M | Buy |
12,099
+2,867
| +31% | +$458K | 0.11% | 178 |
|
|
2021
Q3 | $1.2M | Sell |
9,232
-233
| -2% | -$30.3K | 0.11% | 189 |
|
|
2021
Q2 | $1.24M | Buy |
9,465
+2,198
| +30% | +$287K | 0.13% | 155 |
|
|
2021
Q1 | $827K | Buy |
7,267
+2,902
| +66% | +$330K | 0.13% | 179 |
|
|
2020
Q4 | $372K | Buy |
4,365
+779
| +22% | +$66.4K | 0.08% | 291 |
|
|
2020
Q3 | $232K | Buy |
+3,586
| New | +$232K | 0.07% | 362 |
|