Vanguard Personalized Indexing Management’s Advanced Drainage Systems WMS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $850K | Buy |
7,395
+1,196
| +19% | +$137K | 0.01% | 940 |
|
|
2025
Q1 | $673K | Buy |
6,199
+1,612
| +35% | +$175K | 0.01% | 977 |
|
|
2024
Q4 | $530K | Sell |
4,587
-614
| -12% | -$71K | 0.01% | 1083 |
|
|
2024
Q3 | $817K | Buy |
5,201
+213
| +4% | +$33.5K | 0.01% | 865 |
|
|
2024
Q2 | $799K | Buy |
4,988
+357
| +8% | +$57.2K | 0.02% | 785 |
|
|
2024
Q1 | $798K | Buy |
4,631
+1,910
| +70% | +$329K | 0.02% | 773 |
|
|
2023
Q4 | $383K | Sell |
2,721
-98
| -3% | -$13.8K | 0.01% | 1132 |
|
|
2023
Q3 | $321K | Buy |
2,819
+331
| +13% | +$37.7K | 0.01% | 1094 |
|
|
2023
Q2 | $283K | Buy |
+2,488
| New | +$283K | 0.01% | 1166 |
|
|
2023
Q1 | – | Sell |
-2,494
| Closed | -$204K | – | 1508 |
|
|
2022
Q4 | $204K | Sell |
2,494
-3,587
| -59% | -$294K | 0.01% | 1147 |
|
|
2022
Q3 | $756K | Buy |
6,081
+894
| +17% | +$111K | 0.03% | 603 |
|
|
2022
Q2 | $467K | Buy |
5,187
+756
| +17% | +$68.1K | 0.02% | 848 |
|
|
2022
Q1 | $526K | Buy |
4,431
+1,473
| +50% | +$175K | 0.03% | 815 |
|
|
2021
Q4 | $403K | Buy |
2,958
+822
| +38% | +$112K | 0.02% | 776 |
|
|
2021
Q3 | $231K | Buy |
+2,136
| New | +$231K | 0.02% | 879 |
|