Vanguard Personalized Indexing Management’s Simpson Manufacturing SSD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $860K | Sell |
5,534
-281
| -5% | -$43.6K | 0.01% | 931 |
|
|
2025
Q1 | $913K | Buy |
5,815
+545
| +10% | +$85.6K | 0.01% | 836 |
|
|
2024
Q4 | $874K | Buy |
5,270
+242
| +5% | +$40.1K | 0.01% | 834 |
|
|
2024
Q3 | $962K | Buy |
5,028
+255
| +5% | +$48.8K | 0.02% | 785 |
|
|
2024
Q2 | $804K | Sell |
4,773
-83
| -2% | -$14K | 0.02% | 780 |
|
|
2024
Q1 | $996K | Sell |
4,856
-1,157
| -19% | -$237K | 0.02% | 660 |
|
|
2023
Q4 | $1.19M | Sell |
6,013
-81
| -1% | -$16K | 0.03% | 549 |
|
|
2023
Q3 | $913K | Buy |
6,094
+739
| +14% | +$111K | 0.03% | 607 |
|
|
2023
Q2 | $742K | Buy |
5,355
+397
| +8% | +$55K | 0.02% | 721 |
|
|
2023
Q1 | $544K | Buy |
+4,958
| New | +$544K | 0.02% | 830 |
|