Vanguard Personalized Indexing Management’s TC Energy TRP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $712K | Buy |
14,584
+873
| +6% | +$42.6K | 0.01% | 1037 |
|
|
2025
Q1 | $647K | Buy |
13,711
+890
| +7% | +$42K | 0.01% | 995 |
|
|
2024
Q4 | $597K | Buy |
12,821
+2,075
| +19% | +$96.6K | 0.01% | 1029 |
|
|
2024
Q3 | $511K | Sell |
10,746
-216
| -2% | -$10.3K | 0.01% | 1085 |
|
|
2024
Q2 | $415K | Sell |
10,962
-232
| -2% | -$8.79K | 0.01% | 1121 |
|
|
2024
Q1 | $450K | Buy |
11,194
+159
| +1% | +$6.39K | 0.01% | 1073 |
|
|
2023
Q4 | $431K | Buy |
11,035
+1,331
| +14% | +$52K | 0.01% | 1075 |
|
|
2023
Q3 | $334K | Sell |
9,704
-133
| -1% | -$4.58K | 0.01% | 1072 |
|
|
2023
Q2 | $398K | Buy |
9,837
+2,799
| +40% | +$113K | 0.01% | 996 |
|
|
2023
Q1 | $274K | Buy |
+7,038
| New | +$274K | 0.01% | 1156 |
|
|
2022
Q4 | – | Sell |
-8,053
| Closed | -$324K | – | 1338 |
|
|
2022
Q3 | $324K | Sell |
8,053
-167
| -2% | -$6.72K | 0.01% | 943 |
|
|
2022
Q2 | $426K | Buy |
8,220
+1,168
| +17% | +$60.5K | 0.02% | 868 |
|
|
2022
Q1 | $398K | Buy |
+7,052
| New | +$398K | 0.02% | 915 |
|