Vanguard Personalized Indexing Management’s Williams-Sonoma WSM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.8M | Sell |
29,373
-880
| -3% | -$144K | 0.05% | 304 |
|
|
2025
Q1 | $4.78M | Buy |
30,253
+1,254
| +4% | +$198K | 0.07% | 248 |
|
|
2024
Q4 | $5.37M | Buy |
28,999
+849
| +3% | +$157K | 0.08% | 208 |
|
|
2024
Q3 | $4.36M | Sell |
28,150
-896
| -3% | -$139K | 0.07% | 251 |
|
|
2024
Q2 | $4.1M | Buy |
29,046
+4,692
| +19% | +$662K | 0.08% | 221 |
|
|
2024
Q1 | $3.87M | Sell |
24,354
-1,058
| -4% | -$168K | 0.08% | 217 |
|
|
2023
Q4 | $2.56M | Buy |
25,412
+3,316
| +15% | +$335K | 0.07% | 283 |
|
|
2023
Q3 | $1.72M | Sell |
22,096
-1,156
| -5% | -$89.8K | 0.05% | 356 |
|
|
2023
Q2 | $1.45M | Buy |
23,252
+1,428
| +7% | +$89.3K | 0.04% | 412 |
|
|
2023
Q1 | $1.33M | Buy |
21,824
+10,682
| +96% | +$650K | 0.05% | 410 |
|
|
2022
Q4 | $640K | Sell |
11,142
-4,332
| -28% | -$249K | 0.03% | 704 |
|
|
2022
Q3 | $912K | Buy |
15,474
+6,510
| +73% | +$384K | 0.04% | 517 |
|
|
2022
Q2 | $497K | Buy |
8,964
+958
| +12% | +$53.1K | 0.02% | 825 |
|
|
2022
Q1 | $580K | Sell |
8,006
-1,606
| -17% | -$116K | 0.03% | 763 |
|
|
2021
Q4 | $813K | Buy |
9,612
+1,756
| +22% | +$149K | 0.05% | 497 |
|
|
2021
Q3 | $697K | Buy |
7,856
+4,376
| +126% | +$388K | 0.06% | 350 |
|
|
2021
Q2 | $278K | Buy |
3,480
+624
| +22% | +$49.8K | 0.03% | 766 |
|
|
2021
Q1 | $256K | Buy |
+2,856
| New | +$256K | 0.04% | 568 |
|