VPIM
Vanguard Personalized Indexing Management’s White Mountains Insurance WTM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $418K | Buy |
233
+27
| +13% | +$48.5K | ﹤0.01% | 1287 |
|
|
2025
Q1 | $397K | Hold |
206
| – | – | 0.01% | 1219 |
|
|
2024
Q4 | $401K | Buy |
206
+5
| +2% | +$9.73K | 0.01% | 1216 |
|
|
2024
Q3 | $341K | Buy |
201
+2
| +1% | +$3.39K | 0.01% | 1284 |
|
|
2024
Q2 | $362K | Sell |
199
-3
| -1% | -$5.45K | 0.01% | 1183 |
|
|
2024
Q1 | $362K | Buy |
202
+11
| +6% | +$19.7K | 0.01% | 1183 |
|
|
2023
Q4 | $287K | Sell |
191
-5
| -3% | -$7.53K | 0.01% | 1249 |
|
|
2023
Q3 | $293K | Sell |
196
-23
| -11% | -$34.4K | 0.01% | 1135 |
|
|
2023
Q2 | $304K | Sell |
219
-2
| -0.9% | -$2.78K | 0.01% | 1121 |
|
|
2023
Q1 | $304K | Hold |
221
| – | – | 0.01% | 1114 |
|
|
2022
Q4 | $313K | Sell |
221
-23
| -9% | -$32.5K | 0.01% | 968 |
|
|
2022
Q3 | $318K | Sell |
244
-8
| -3% | -$10.4K | 0.01% | 947 |
|
|
2022
Q2 | $314K | Buy |
252
+39
| +18% | +$48.6K | 0.01% | 973 |
|
|
2022
Q1 | $242K | Buy |
+213
| New | +$242K | 0.01% | 1055 |
|
|
2020
Q2 | – | Sell |
-741
| Closed | -$674K | – | 389 |
|
|
2020
Q1 | $674K | Buy |
+741
| New | +$674K | 0.39% | 71 |
|