Vanguard Personalized Indexing Management’s White Mountains Insurance WTM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $418K | Buy |
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|
2025
Q1 | $397K | Hold |
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|
2024
Q4 | $401K | Buy |
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|
2024
Q3 | $341K | Buy |
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|
2024
Q2 | $362K | Sell |
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|
2024
Q1 | $362K | Buy |
|
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|
2023
Q4 | $287K | Sell |
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|
2023
Q3 | $293K | Sell |
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|
2023
Q2 | $304K | Sell |
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|
2023
Q1 | $304K | Hold |
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|
2022
Q4 | $313K | Sell |
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|
2022
Q3 | $318K | Sell |
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|
2022
Q2 | $314K | Buy |
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|
2022
Q1 | $242K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $674K | Buy |
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