VPIM
SRC

Vanguard Personalized Indexing Management’s SPIRIT REALTY CAPITAL, INC. SRC Stock Holding History

Vanguard Personalized Indexing Management’s Portfolio SRC Stock Details SRC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-28,664
Closed -$1.25M – 1681
2023
Q4 		$1.25M Buy
28,664
+17,778
+163% +$686K 0.03% 523
2023
Q3 		$365K Sell
10,886
-8,028
-42% -$309K 0.01% 1036
2023
Q2 		$745K Sell
18,914
-1,106
-6% -$42.9K 0.02% 718
2023
Q1 		$798K Buy
20,020
+14,348
+253% +$594K 0.03% 646
2022
Q4 		$226K Sell
5,672
-170
-3% -$6.64K 0.01% 1093
2022
Q3 		$211K Sell
5,842
-1,139
-16% -$47.2K 0.01% 1097
2022
Q2 		$264K Buy
+6,981
New +$294K 0.01% 1025

Other funds holding SRC

MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
S
Sachetta Lynnfield, Massachusetts $206M AUM 26.19% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return