Vanguard Personalized Indexing Management’s W.P. Carey WPC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $2.36M | Buy |
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|
2025
Q2 | $2.17M | Buy |
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|
2025
Q1 | $1.99M | Buy |
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|
2024
Q4 | $1.55M | Sell |
|
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|
2024
Q3 | $1.87M | Buy |
|
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|
2024
Q2 | $1.65M | Buy |
|
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|
2024
Q1 | $1.36M | Buy |
|
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|
2023
Q4 | $1.53M | Buy |
|
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|
2023
Q3 | $795K | Buy |
|
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|
2023
Q2 | $654K | Sell |
|
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|
2023
Q1 | $754K | Buy |
|
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|
2022
Q4 | $730K | Sell |
|
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|
2022
Q3 | $1.28M | Buy |
|
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|
2022
Q2 | $1.39M | Sell |
|
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|
2022
Q1 | $1.37M | Sell |
|
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|
2021
Q4 | $1.72M | Buy |
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|
2021
Q3 | $538K | Sell |
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|
2021
Q2 | $616K | Buy |
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