VPIM
Vanguard Personalized Indexing Management’s TFS Financial TFSL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $258K | Sell |
19,943
-2,180
| -10% | -$28.2K | ﹤0.01% | 1513 |
|
|
2025
Q1 | $274K | Buy |
22,123
+83
| +0.4% | +$1.03K | ﹤0.01% | 1378 |
|
|
2024
Q4 | $277K | Buy |
22,040
+1,535
| +7% | +$19.3K | ﹤0.01% | 1372 |
|
|
2024
Q3 | $264K | Sell |
20,505
-1,093
| -5% | -$14.1K | ﹤0.01% | 1407 |
|
|
2024
Q2 | $273K | Buy |
21,598
+5,057
| +31% | +$63.8K | 0.01% | 1312 |
|
|
2024
Q1 | $208K | Buy |
16,541
+851
| +5% | +$10.7K | ﹤0.01% | 1428 |
|
|
2023
Q4 | $230K | Buy |
15,690
+621
| +4% | +$9.12K | 0.01% | 1346 |
|
|
2023
Q3 | $178K | Buy |
15,069
+2,055
| +16% | +$24.3K | 0.01% | 1323 |
|
|
2023
Q2 | $164K | Buy |
+13,014
| New | +$164K | 0.01% | 1363 |
|
|
2021
Q4 | – | Sell |
-13,446
| Closed | -$256K | – | 1109 |
|
|
2021
Q3 | $256K | Buy |
+13,446
| New | +$256K | 0.02% | 843 |
|
|
2020
Q2 | – | Sell |
-48,594
| Closed | -$742K | – | 381 |
|
|
2020
Q1 | $742K | Buy |
+48,594
| New | +$742K | 0.43% | 60 |
|