Vanguard Personalized Indexing Management’s Walker & Dunlop WD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $205K | Buy |
2,905
+459
| +19% | +$32.4K | ﹤0.01% | 1621 |
|
|
2025
Q1 | $209K | Buy |
2,446
+372
| +18% | +$31.8K | ﹤0.01% | 1508 |
|
|
2024
Q4 | $202K | Sell |
2,074
-57
| -3% | -$5.54K | ﹤0.01% | 1526 |
|
|
2024
Q3 | $242K | Buy |
+2,131
| New | +$242K | ﹤0.01% | 1444 |
|
|
2024
Q2 | – | Sell |
-2,062
| Closed | -$208K | – | 1755 |
|
|
2024
Q1 | $208K | Buy |
+2,062
| New | +$208K | ﹤0.01% | 1425 |
|