VPIM
Vanguard Personalized Indexing Management’s Workhorse Group WKHS Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | – | Sell |
-41,115
| Closed | -$28.7K | – | 1912 |
|
2024
Q4 | $28.7K | Buy |
41,115
+21,019
| +105% | +$14.7K | ﹤0.01% | 1742 |
|
2024
Q3 | $17.5K | Buy |
+20,096
| New | +$17.5K | ﹤0.01% | 1739 |
|
2024
Q2 | – | Sell |
-143,074
| Closed | -$33.6K | – | 1757 |
|
2024
Q1 | $33.6K | Buy |
143,074
+80,099
| +127% | +$18.8K | ﹤0.01% | 1588 |
|
2023
Q4 | $22.7K | Buy |
62,975
+30,407
| +93% | +$10.9K | ﹤0.01% | 1544 |
|
2023
Q3 | $13.5K | Buy |
32,568
+14,007
| +75% | +$5.8K | ﹤0.01% | 1471 |
|
2023
Q2 | $16.2K | Buy |
+18,561
| New | +$16.2K | ﹤0.01% | 1457 |
|