Vanguard Personalized Indexing Management’s Sempra SRE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $5.86M | Buy |
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|
2025
Q2 | $4.77M | Buy |
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|
2025
Q1 | $3.36M | Sell |
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|
2024
Q4 | $4.45M | Buy |
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|
2024
Q3 | $3.72M | Buy |
|
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|
2024
Q2 | $3.08M | Buy |
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|
2024
Q1 | $2.68M | Buy |
|
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|
2023
Q4 | $2.74M | Sell |
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|
2023
Q3 | $3.25M | Sell |
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|
2023
Q2 | $3.65M | Buy |
|
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|
2023
Q1 | $3.48M | Buy |
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|
2022
Q4 | $3.18M | Buy |
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|
2022
Q3 | $2.96M | Buy |
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|
2022
Q2 | $2.7M | Buy |
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|
2022
Q1 | $2.35M | Buy |
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|
2021
Q4 | $1.61M | Buy |
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|
2021
Q3 | $395K | Sell |
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|
2021
Q2 | $563K | Buy |
|