Vanguard Personalized Indexing Management’s Sun Communities SUI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.09M | Buy |
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|
2025
Q2 | $987K | Sell |
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|
2025
Q1 | $1.13M | Buy |
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|
2024
Q4 | $1.04M | Buy |
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|
2024
Q3 | $1.05M | Buy |
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|
2024
Q2 | $846K | Buy |
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|
2024
Q1 | $890K | Buy |
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|
2023
Q4 | $902K | Buy |
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|
2023
Q3 | $710K | Buy |
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|
2023
Q2 | $768K | Buy |
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|
2023
Q1 | $828K | Sell |
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|
2022
Q4 | $1.18M | Sell |
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|
2022
Q3 | $1.3M | Sell |
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|
2022
Q2 | $1.58M | Buy |
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|
2022
Q1 | $1.19M | Buy |
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|
2021
Q4 | $1.23M | Buy |
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|
2021
Q3 | $865K | Buy |
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|
2021
Q2 | $733K | Buy |
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