Vanguard Personalized Indexing Management’s Westlake Corp WLK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $763K | Buy |
10,045
+1,780
| +22% | +$135K | 0.01% | 1014 |
|
|
2025
Q1 | $827K | Buy |
8,265
+1,341
| +19% | +$134K | 0.01% | 884 |
|
|
2024
Q4 | $794K | Buy |
6,924
+1,008
| +17% | +$116K | 0.01% | 883 |
|
|
2024
Q3 | $889K | Sell |
5,916
-3
| -0.1% | -$451 | 0.01% | 823 |
|
|
2024
Q2 | $852K | Buy |
5,919
+1,142
| +24% | +$164K | 0.02% | 756 |
|
|
2024
Q1 | $730K | Sell |
4,777
-1,689
| -26% | -$258K | 0.02% | 826 |
|
|
2023
Q4 | $905K | Buy |
6,466
+485
| +8% | +$67.9K | 0.02% | 707 |
|
|
2023
Q3 | $746K | Buy |
5,981
+900
| +18% | +$112K | 0.02% | 708 |
|
|
2023
Q2 | $607K | Buy |
5,081
+194
| +4% | +$23.2K | 0.02% | 807 |
|
|
2023
Q1 | $567K | Buy |
4,887
+258
| +6% | +$29.9K | 0.02% | 811 |
|
|
2022
Q4 | $475K | Sell |
4,629
-2,942
| -39% | -$302K | 0.02% | 819 |
|
|
2022
Q3 | $658K | Sell |
7,571
-202
| -3% | -$17.6K | 0.03% | 669 |
|
|
2022
Q2 | $762K | Buy |
7,773
+479
| +7% | +$47K | 0.04% | 596 |
|
|
2022
Q1 | $900K | Buy |
7,294
+857
| +13% | +$106K | 0.04% | 509 |
|
|
2021
Q4 | $625K | Buy |
+6,437
| New | +$625K | 0.04% | 610 |
|