VPIM
Vanguard Personalized Indexing Management’s Suncor Energy SU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.73M | Buy |
72,823
+10,961
| +18% | +$411K | 0.03% | 464 |
|
|
2025
Q1 | $2.4M | Buy |
61,862
+2,697
| +5% | +$104K | 0.04% | 431 |
|
|
2024
Q4 | $2.11M | Buy |
59,165
+1,682
| +3% | +$60K | 0.03% | 464 |
|
|
2024
Q3 | $2.12M | Buy |
57,483
+14,292
| +33% | +$528K | 0.03% | 457 |
|
|
2024
Q2 | $1.64M | Buy |
43,191
+5,856
| +16% | +$222K | 0.03% | 475 |
|
|
2024
Q1 | $1.38M | Buy |
37,335
+7,462
| +25% | +$275K | 0.03% | 513 |
|
|
2023
Q4 | $957K | Buy |
29,873
+2,895
| +11% | +$92.8K | 0.02% | 672 |
|
|
2023
Q3 | $927K | Buy |
26,978
+4,537
| +20% | +$156K | 0.03% | 595 |
|
|
2023
Q2 | $658K | Sell |
22,441
-110
| -0.5% | -$3.23K | 0.02% | 770 |
|
|
2023
Q1 | $700K | Buy |
22,551
+4,683
| +26% | +$145K | 0.02% | 707 |
|
|
2022
Q4 | $567K | Sell |
17,868
-3,909
| -18% | -$124K | 0.02% | 758 |
|
|
2022
Q3 | $613K | Buy |
21,777
+2,397
| +12% | +$67.5K | 0.03% | 703 |
|
|
2022
Q2 | $680K | Buy |
19,380
+5,521
| +40% | +$194K | 0.03% | 662 |
|
|
2022
Q1 | $452K | Buy |
13,859
+5,181
| +60% | +$169K | 0.02% | 866 |
|
|
2021
Q4 | $217K | Buy |
+8,678
| New | +$217K | 0.01% | 969 |
|