Vanguard Personalized Indexing Management’s Williams-Sonoma WSM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.8M | Sell |
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|
2025
Q1 | $4.78M | Buy |
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|
2024
Q4 | $5.37M | Buy |
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|
2024
Q3 | $4.36M | Sell |
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|
2024
Q2 | $4.1M | Buy |
|
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|
2024
Q1 | $3.87M | Sell |
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|
2023
Q4 | $2.56M | Buy |
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|
2023
Q3 | $1.72M | Sell |
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|
2023
Q2 | $1.45M | Buy |
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|
2023
Q1 | $1.33M | Buy |
|
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|
2022
Q4 | $640K | Sell |
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|
2022
Q3 | $912K | Buy |
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|
2022
Q2 | $497K | Buy |
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|
2022
Q1 | $580K | Sell |
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|
2021
Q4 | $813K | Buy |
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|
2021
Q3 | $697K | Buy |
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|
2021
Q2 | $278K | Buy |
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|
2021
Q1 | $256K | Buy |
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