Vanguard Personalized Indexing Management’s Suncor Energy SU Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$5.29M	Sell	79,997 -1,049	-1%	-$58K	0.05%	294
2025 Q4	$3.6M	Buy	81,046 +7,501	+10%	+$317K	0.04%	404
2025 Q3	$3.08M	Buy	73,545 +722	+1%	+$29K	0.03%	437
2025 Q2	$2.73M	Buy	72,823 +10,961	+18%	+$396K	0.03%	464
2025 Q1	$2.4M	Buy	61,862 +2,697	+5%	+$103K	0.04%	431
2024 Q4	$2.11M	Buy	59,165 +1,682	+3%	+$64.7K	0.03%	464
2024 Q3	$2.12M	Buy	57,483 +14,292	+33%	+$552K	0.03%	457
2024 Q2	$1.64M	Buy	43,191 +5,856	+16%	+$226K	0.03%	475
2024 Q1	$1.38M	Buy	37,335 +7,462	+25%	+$251K	0.03%	513
2023 Q4	$957K	Buy	29,873 +2,895	+11%	+$94.5K	0.02%	672
2023 Q3	$927K	Buy	26,978 +4,537	+20%	+$145K	0.03%	595
2023 Q2	$658K	Sell	22,441 -110	-0.5%	-$3.29K	0.02%	770
2023 Q1	$700K	Buy	22,551 +4,683	+26%	+$152K	0.02%	707
2022 Q4	$567K	Sell	17,868 -3,909	-18%	-$128K	0.02%	758
2022 Q3	$613K	Buy	21,777 +2,397	+12%	+$75.7K	0.03%	703
2022 Q2	$680K	Buy	19,380 +5,521	+40%	+$201K	0.03%	662
2022 Q1	$452K	Buy	13,859 +5,181	+60%	+$154K	0.02%	866
2021 Q4	$217K	Buy	+8,678	New	+$211K	0.01%	969