VPIM
Vanguard Personalized Indexing Management’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-17,743
| Closed | -$1.82M | – | 1334 |
|
|
2022
Q3 | $1.82M | Hold |
17,743
| – | – | 0.08% | 248 |
|
|
2022
Q2 | $1.86M | Buy |
+17,743
| New | +$1.86M | 0.09% | 227 |
|
|
2022
Q1 | – | Sell |
-24,688
| Closed | -$2.65M | – | 1234 |
|
|
2021
Q4 | $2.65M | Hold |
24,688
| – | – | 0.16% | 110 |
|
|
2021
Q3 | $2.66M | Sell |
24,688
-185
| -0.7% | -$19.9K | 0.24% | 76 |
|
|
2021
Q2 | $2.68M | Buy |
24,873
+2,084
| +9% | +$225K | 0.28% | 60 |
|
|
2021
Q1 | $2.46M | Sell |
22,789
-1,570
| -6% | -$169K | 0.37% | 48 |
|
|
2020
Q4 | $2.63M | Buy |
24,359
+22,212
| +1,035% | +$2.4M | 0.57% | 31 |
|
|
2020
Q3 | $232K | Buy |
+2,147
| New | +$232K | 0.07% | 363 |
|