Vanguard Personalized Indexing Management’s Watsco WSO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.8M | Sell |
4,085
-318
| -7% | -$140K | 0.02% | 601 |
|
|
2025
Q1 | $2.24M | Buy |
4,403
+563
| +15% | +$286K | 0.03% | 461 |
|
|
2024
Q4 | $1.82M | Buy |
3,840
+189
| +5% | +$89.6K | 0.03% | 511 |
|
|
2024
Q3 | $1.8M | Buy |
3,651
+152
| +4% | +$74.8K | 0.03% | 506 |
|
|
2024
Q2 | $1.62M | Buy |
3,499
+648
| +23% | +$300K | 0.03% | 479 |
|
|
2024
Q1 | $1.23M | Sell |
2,851
-987
| -26% | -$426K | 0.03% | 564 |
|
|
2023
Q4 | $1.64M | Buy |
3,838
+482
| +14% | +$207K | 0.04% | 417 |
|
|
2023
Q3 | $1.27M | Buy |
3,356
+52
| +2% | +$19.6K | 0.04% | 450 |
|
|
2023
Q2 | $1.26M | Buy |
3,304
+29
| +0.9% | +$11.1K | 0.04% | 462 |
|
|
2023
Q1 | $1.04M | Buy |
3,275
+491
| +18% | +$156K | 0.04% | 510 |
|
|
2022
Q4 | $694K | Buy |
2,784
+1,363
| +96% | +$340K | 0.03% | 667 |
|
|
2022
Q3 | $366K | Sell |
1,421
-179
| -11% | -$46.1K | 0.02% | 895 |
|
|
2022
Q2 | $382K | Sell |
1,600
-1,341
| -46% | -$320K | 0.02% | 908 |
|
|
2022
Q1 | $896K | Buy |
2,941
+892
| +44% | +$272K | 0.04% | 512 |
|
|
2021
Q4 | $641K | Buy |
2,049
+1,048
| +105% | +$328K | 0.04% | 600 |
|
|
2021
Q3 | $265K | Sell |
1,001
-358
| -26% | -$94.8K | 0.02% | 822 |
|
|
2021
Q2 | $390K | Buy |
+1,359
| New | +$390K | 0.04% | 609 |
|