Vanguard Personalized Indexing Management’s West Fraser Timber WFG Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $269K | Buy |
3,674
+800
| +28% | +$58.6K | ﹤0.01% | 1494 |
|
2025
Q1 | $221K | Buy |
2,874
+30
| +1% | +$2.31K | ﹤0.01% | 1476 |
|
2024
Q4 | $246K | Sell |
2,844
-590
| -17% | -$51.1K | ﹤0.01% | 1427 |
|
2024
Q3 | $334K | Buy |
+3,434
| New | +$334K | 0.01% | 1293 |
|
2024
Q1 | – | Sell |
-2,722
| Closed | -$233K | – | 1666 |
|
2023
Q4 | $233K | Sell |
2,722
-88
| -3% | -$7.53K | 0.01% | 1342 |
|
2023
Q3 | $204K | Sell |
2,810
-2,505
| -47% | -$182K | 0.01% | 1296 |
|
2023
Q2 | $457K | Buy |
5,315
+154
| +3% | +$13.2K | 0.01% | 928 |
|
2023
Q1 | $368K | Buy |
5,161
+64
| +1% | +$4.56K | 0.01% | 1016 |
|
2022
Q4 | $368K | Buy |
+5,097
| New | +$368K | 0.02% | 900 |
|
2021
Q2 | – | Sell |
-3,876
| Closed | -$279K | – | 993 |
|
2021
Q1 | $279K | Buy |
+3,876
| New | +$279K | 0.04% | 535 |
|