Vanguard Personalized Indexing Management’s Sun Communities SUI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $987K | Sell |
7,796
-996
| -11% | -$126K | 0.01% | 881 |
|
|
2025
Q1 | $1.13M | Buy |
8,792
+345
| +4% | +$44.4K | 0.02% | 720 |
|
|
2024
Q4 | $1.04M | Buy |
8,447
+655
| +8% | +$80.5K | 0.02% | 759 |
|
|
2024
Q3 | $1.05M | Buy |
7,792
+758
| +11% | +$102K | 0.02% | 742 |
|
|
2024
Q2 | $846K | Buy |
7,034
+115
| +2% | +$13.8K | 0.02% | 758 |
|
|
2024
Q1 | $890K | Buy |
6,919
+169
| +3% | +$21.7K | 0.02% | 722 |
|
|
2023
Q4 | $902K | Buy |
6,750
+748
| +12% | +$100K | 0.02% | 711 |
|
|
2023
Q3 | $710K | Buy |
6,002
+112
| +2% | +$13.3K | 0.02% | 731 |
|
|
2023
Q2 | $768K | Buy |
5,890
+14
| +0.2% | +$1.83K | 0.02% | 698 |
|
|
2023
Q1 | $828K | Sell |
5,876
-2,354
| -29% | -$332K | 0.03% | 626 |
|
|
2022
Q4 | $1.18M | Sell |
8,230
-1,392
| -14% | -$199K | 0.05% | 447 |
|
|
2022
Q3 | $1.3M | Sell |
9,622
-299
| -3% | -$40.5K | 0.06% | 360 |
|
|
2022
Q2 | $1.58M | Buy |
9,921
+3,146
| +46% | +$501K | 0.07% | 267 |
|
|
2022
Q1 | $1.19M | Buy |
6,775
+943
| +16% | +$165K | 0.06% | 359 |
|
|
2021
Q4 | $1.23M | Buy |
5,832
+1,157
| +25% | +$243K | 0.07% | 303 |
|
|
2021
Q3 | $865K | Buy |
4,675
+399
| +9% | +$73.8K | 0.08% | 268 |
|
|
2021
Q2 | $733K | Buy |
+4,276
| New | +$733K | 0.08% | 325 |
|