Vanguard Personalized Indexing Management’s Weis Markets WMK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $317K | Buy |
4,378
+238
| +6% | +$17.3K | ﹤0.01% | 1408 |
|
|
2025
Q1 | $319K | Buy |
4,140
+815
| +25% | +$62.8K | ﹤0.01% | 1310 |
|
|
2024
Q4 | $225K | Buy |
3,325
+155
| +5% | +$10.5K | ﹤0.01% | 1472 |
|
|
2024
Q3 | $219K | Buy |
+3,170
| New | +$219K | ﹤0.01% | 1491 |
|
|
2023
Q2 | – | Sell |
-2,964
| Closed | -$251K | – | 1535 |
|
|
2023
Q1 | $251K | Buy |
2,964
+18
| +0.6% | +$1.52K | 0.01% | 1204 |
|
|
2022
Q4 | $242K | Buy |
+2,946
| New | +$242K | 0.01% | 1057 |
|