Vanguard Personalized Indexing Management’s Whirlpool WHR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $544K | Buy |
5,366
+627
| +13% | +$63.6K | 0.01% | 1164 |
|
|
2025
Q1 | $427K | Sell |
4,739
-2,644
| -36% | -$238K | 0.01% | 1185 |
|
|
2024
Q4 | $845K | Buy |
7,383
+1,824
| +33% | +$209K | 0.01% | 853 |
|
|
2024
Q3 | $595K | Buy |
5,559
+906
| +19% | +$96.9K | 0.01% | 1015 |
|
|
2024
Q2 | $476K | Buy |
4,653
+44
| +1% | +$4.5K | 0.01% | 1065 |
|
|
2024
Q1 | $551K | Buy |
4,609
+2,188
| +90% | +$262K | 0.01% | 966 |
|
|
2023
Q4 | $295K | Sell |
2,421
-29
| -1% | -$3.53K | 0.01% | 1236 |
|
|
2023
Q3 | $328K | Buy |
2,450
+138
| +6% | +$18.5K | 0.01% | 1084 |
|
|
2023
Q2 | $344K | Sell |
2,312
-37
| -2% | -$5.51K | 0.01% | 1064 |
|
|
2023
Q1 | $310K | Sell |
2,349
-482
| -17% | -$63.6K | 0.01% | 1106 |
|
|
2022
Q4 | $400K | Sell |
2,831
-2,048
| -42% | -$290K | 0.02% | 867 |
|
|
2022
Q3 | $658K | Buy |
4,879
+2,337
| +92% | +$315K | 0.03% | 668 |
|
|
2022
Q2 | $394K | Sell |
2,542
-2,778
| -52% | -$431K | 0.02% | 900 |
|
|
2022
Q1 | $919K | Sell |
5,320
-531
| -9% | -$91.7K | 0.04% | 496 |
|
|
2021
Q4 | $1.37M | Buy |
5,851
+2,673
| +84% | +$627K | 0.08% | 266 |
|
|
2021
Q3 | $648K | Buy |
3,178
+1,939
| +156% | +$395K | 0.06% | 393 |
|
|
2021
Q2 | $270K | Buy |
+1,239
| New | +$270K | 0.03% | 776 |
|