Vanguard Personalized Indexing Management’s Welltower WELL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.7M | Buy |
75,888
+10,269
| +16% | +$1.58M | 0.13% | 130 |
|
|
2025
Q1 | $10.1M | Buy |
65,619
+6,636
| +11% | +$1.02M | 0.15% | 115 |
|
|
2024
Q4 | $7.43M | Buy |
58,983
+2,356
| +4% | +$297K | 0.11% | 148 |
|
|
2024
Q3 | $7.25M | Buy |
56,627
+5,632
| +11% | +$721K | 0.12% | 141 |
|
|
2024
Q2 | $5.29M | Buy |
50,995
+5,118
| +11% | +$531K | 0.1% | 157 |
|
|
2024
Q1 | $4.29M | Buy |
45,877
+5,164
| +13% | +$483K | 0.09% | 198 |
|
|
2023
Q4 | $3.67M | Buy |
40,713
+2,821
| +7% | +$254K | 0.09% | 198 |
|
|
2023
Q3 | $3.1M | Buy |
37,892
+2,941
| +8% | +$241K | 0.09% | 208 |
|
|
2023
Q2 | $2.83M | Buy |
34,951
+3,352
| +11% | +$271K | 0.09% | 223 |
|
|
2023
Q1 | $2.27M | Buy |
31,599
+3,001
| +10% | +$215K | 0.08% | 250 |
|
|
2022
Q4 | $1.87M | Buy |
28,598
+3,396
| +13% | +$223K | 0.08% | 273 |
|
|
2022
Q3 | $1.62M | Sell |
25,202
-414
| -2% | -$26.6K | 0.07% | 282 |
|
|
2022
Q2 | $2.11M | Buy |
25,616
+4,216
| +20% | +$347K | 0.1% | 199 |
|
|
2022
Q1 | $2.06M | Buy |
21,400
+5,970
| +39% | +$574K | 0.1% | 186 |
|
|
2021
Q4 | $1.32M | Buy |
15,430
+2,531
| +20% | +$217K | 0.08% | 279 |
|
|
2021
Q3 | $1.06M | Buy |
12,899
+1,583
| +14% | +$130K | 0.1% | 211 |
|
|
2021
Q2 | $940K | Buy |
11,316
+3,668
| +48% | +$305K | 0.1% | 219 |
|
|
2021
Q1 | $548K | Buy |
7,648
+3,340
| +78% | +$239K | 0.08% | 295 |
|
|
2020
Q4 | $278K | Buy |
4,308
+333
| +8% | +$21.5K | 0.06% | 398 |
|
|
2020
Q3 | $219K | Buy |
+3,975
| New | +$219K | 0.06% | 376 |
|