Vanguard Personalized Indexing Management’s Woori Financial WF Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $5.01M | Buy |
100,704
+22,000
| +28% | +$1.09M | 0.06% | 290 |
|
2025
Q1 | $2.63M | Buy |
78,704
+762
| +1% | +$25.4K | 0.04% | 408 |
|
2024
Q4 | $2.44M | Buy |
77,942
+286
| +0.4% | +$8.94K | 0.04% | 417 |
|
2024
Q3 | $2.77M | Buy |
77,656
+10,729
| +16% | +$383K | 0.04% | 365 |
|
2024
Q2 | $2.13M | Buy |
66,927
+2,721
| +4% | +$86.6K | 0.04% | 386 |
|
2024
Q1 | $2.08M | Buy |
64,206
+5,973
| +10% | +$194K | 0.04% | 385 |
|
2023
Q4 | $1.76M | Buy |
58,233
+10,612
| +22% | +$321K | 0.05% | 384 |
|
2023
Q3 | $1.31M | Sell |
47,621
-7,441
| -14% | -$204K | 0.04% | 440 |
|
2023
Q2 | $1.48M | Buy |
55,062
+14,373
| +35% | +$387K | 0.05% | 405 |
|
2023
Q1 | $1.07M | Buy |
40,689
+352
| +0.9% | +$9.25K | 0.04% | 496 |
|
2022
Q4 | $1.11M | Sell |
40,337
-1,904
| -5% | -$52.4K | 0.05% | 467 |
|
2022
Q3 | $943K | Buy |
42,241
+4,582
| +12% | +$102K | 0.04% | 507 |
|
2022
Q2 | $1.07M | Buy |
37,659
+10,493
| +39% | +$297K | 0.05% | 436 |
|
2022
Q1 | $1.02M | Buy |
27,166
+5,493
| +25% | +$207K | 0.05% | 436 |
|
2021
Q4 | $696K | Buy |
21,673
+5,646
| +35% | +$181K | 0.04% | 559 |
|
2021
Q3 | $463K | Buy |
16,027
+2,370
| +17% | +$68.5K | 0.04% | 555 |
|
2021
Q2 | $413K | Sell |
13,657
-16,572
| -55% | -$501K | 0.04% | 579 |
|
2021
Q1 | $819K | Buy |
30,229
+352
| +1% | +$9.54K | 0.12% | 184 |
|
2020
Q4 | $818K | Buy |
29,877
+5,442
| +22% | +$149K | 0.18% | 123 |
|
2020
Q3 | $540K | Buy |
24,435
+4,063
| +20% | +$89.8K | 0.15% | 164 |
|
2020
Q2 | $452K | Sell |
20,372
-1,369
| -6% | -$30.4K | 0.21% | 120 |
|
2020
Q1 | $408K | Buy |
+21,741
| New | +$408K | 0.24% | 116 |
|