Vanguard Personalized Indexing Management’s W.P. Carey WPC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.17M | Buy |
34,723
+3,178
| +10% | +$198K | 0.02% | 543 |
|
|
2025
Q1 | $1.99M | Buy |
31,545
+3,163
| +11% | +$200K | 0.03% | 493 |
|
|
2024
Q4 | $1.55M | Sell |
28,382
-1,603
| -5% | -$87.3K | 0.02% | 566 |
|
|
2024
Q3 | $1.87M | Buy |
29,985
+74
| +0.2% | +$4.61K | 0.03% | 496 |
|
|
2024
Q2 | $1.65M | Buy |
29,911
+5,755
| +24% | +$317K | 0.03% | 473 |
|
|
2024
Q1 | $1.36M | Buy |
24,156
+583
| +2% | +$32.9K | 0.03% | 517 |
|
|
2023
Q4 | $1.53M | Buy |
23,573
+8,561
| +57% | +$555K | 0.04% | 442 |
|
|
2023
Q3 | $795K | Buy |
15,012
+5,130
| +52% | +$272K | 0.02% | 677 |
|
|
2023
Q2 | $654K | Sell |
9,882
-60
| -0.6% | -$3.97K | 0.02% | 775 |
|
|
2023
Q1 | $754K | Buy |
9,942
+407
| +4% | +$30.9K | 0.03% | 673 |
|
|
2022
Q4 | $730K | Sell |
9,535
-9,189
| -49% | -$703K | 0.03% | 646 |
|
|
2022
Q3 | $1.28M | Buy |
18,724
+1,566
| +9% | +$107K | 0.06% | 373 |
|
|
2022
Q2 | $1.39M | Sell |
17,158
-140
| -0.8% | -$11.4K | 0.06% | 312 |
|
|
2022
Q1 | $1.37M | Sell |
17,298
-4,084
| -19% | -$323K | 0.07% | 308 |
|
|
2021
Q4 | $1.72M | Buy |
21,382
+13,867
| +185% | +$1.11M | 0.1% | 201 |
|
|
2021
Q3 | $538K | Sell |
7,515
-915
| -11% | -$65.5K | 0.05% | 472 |
|
|
2021
Q2 | $616K | Buy |
+8,430
| New | +$616K | 0.06% | 389 |
|