Vanguard Personalized Indexing Management’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $18.1M | Buy |
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|
2025
Q4 | $15.6M | Buy |
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|
2025
Q3 | $13.9M | Buy |
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|
2025
Q2 | $11.7M | Buy |
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|
2025
Q1 | $10.1M | Buy |
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|
2024
Q4 | $7.43M | Buy |
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|
2024
Q3 | $7.25M | Buy |
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|
2024
Q2 | $5.29M | Buy |
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|
2024
Q1 | $4.29M | Buy |
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|
2023
Q4 | $3.67M | Buy |
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|
2023
Q3 | $3.1M | Buy |
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|
2023
Q2 | $2.83M | Buy |
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|
2023
Q1 | $2.27M | Buy |
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|
2022
Q4 | $1.87M | Buy |
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|
2022
Q3 | $1.62M | Sell |
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|
2022
Q2 | $2.11M | Buy |
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|
2022
Q1 | $2.06M | Buy |
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|
2021
Q4 | $1.32M | Buy |
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|
2021
Q3 | $1.06M | Buy |
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|
2021
Q2 | $940K | Buy |
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|
2021
Q1 | $548K | Buy |
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|
2020
Q4 | $278K | Buy |
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|
2020
Q3 | $219K | Buy |
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