Vanguard Personalized Indexing Management’s Wheaton Precious Metals WPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.32M | Buy |
25,839
+4,245
| +20% | +$381K | 0.03% | 515 |
|
|
2025
Q1 | $1.68M | Buy |
21,594
+4,555
| +27% | +$354K | 0.02% | 552 |
|
|
2024
Q4 | $958K | Buy |
17,039
+902
| +6% | +$50.7K | 0.01% | 787 |
|
|
2024
Q3 | $986K | Buy |
16,137
+763
| +5% | +$46.6K | 0.02% | 773 |
|
|
2024
Q2 | $792K | Buy |
15,374
+1,358
| +10% | +$70K | 0.02% | 789 |
|
|
2024
Q1 | $661K | Buy |
14,016
+1,441
| +11% | +$67.9K | 0.01% | 869 |
|
|
2023
Q4 | $620K | Buy |
12,575
+3,646
| +41% | +$180K | 0.02% | 885 |
|
|
2023
Q3 | $362K | Sell |
8,929
-1,000
| -10% | -$40.5K | 0.01% | 1041 |
|
|
2023
Q2 | $429K | Buy |
9,929
+636
| +7% | +$27.5K | 0.01% | 957 |
|
|
2023
Q1 | $448K | Buy |
9,293
+831
| +10% | +$40K | 0.02% | 928 |
|
|
2022
Q4 | $331K | Sell |
8,462
-4,872
| -37% | -$190K | 0.01% | 946 |
|
|
2022
Q3 | $431K | Buy |
13,334
+3,319
| +33% | +$107K | 0.02% | 840 |
|
|
2022
Q2 | $361K | Buy |
10,015
+3,937
| +65% | +$142K | 0.02% | 923 |
|
|
2022
Q1 | $289K | Buy |
+6,078
| New | +$289K | 0.01% | 1006 |
|
|
2021
Q2 | – | Sell |
-5,938
| Closed | -$227K | – | 994 |
|
|
2021
Q1 | $227K | Sell |
5,938
-59
| -1% | -$2.26K | 0.03% | 622 |
|
|
2020
Q4 | $250K | Sell |
5,997
-358
| -6% | -$14.9K | 0.05% | 437 |
|
|
2020
Q3 | $312K | Buy |
6,355
+387
| +6% | +$19K | 0.09% | 277 |
|
|
2020
Q2 | $263K | Buy |
+5,968
| New | +$263K | 0.12% | 223 |
|