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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $3.08M | Buy |
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|
2025
Q2 | $2.73M | Buy |
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|
2025
Q1 | $2.4M | Buy |
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|
2024
Q4 | $2.11M | Buy |
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|
2024
Q3 | $2.12M | Buy |
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|
2024
Q2 | $1.64M | Buy |
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|
2024
Q1 | $1.38M | Buy |
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|
2023
Q4 | $957K | Buy |
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|
2023
Q3 | $927K | Buy |
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|
2023
Q2 | $658K | Sell |
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|
2023
Q1 | $700K | Buy |
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|
2022
Q4 | $567K | Sell |
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|
2022
Q3 | $613K | Buy |
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|
2022
Q2 | $680K | Buy |
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|
2022
Q1 | $452K | Buy |
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|
2021
Q4 | $217K | Buy |
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