Vanguard Personalized Indexing Management’s Watts Water Technologies WTS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $958K | Buy |
3,895
+464
| +14% | +$114K | 0.01% | 886 |
|
|
2025
Q1 | $700K | Buy |
3,431
+86
| +3% | +$17.5K | 0.01% | 957 |
|
|
2024
Q4 | $680K | Buy |
3,345
+118
| +4% | +$24K | 0.01% | 961 |
|
|
2024
Q3 | $669K | Sell |
3,227
-764
| -19% | -$158K | 0.01% | 957 |
|
|
2024
Q2 | $732K | Buy |
3,991
+852
| +27% | +$156K | 0.01% | 830 |
|
|
2024
Q1 | $667K | Sell |
3,139
-483
| -13% | -$103K | 0.01% | 863 |
|
|
2023
Q4 | $755K | Buy |
3,622
+667
| +23% | +$139K | 0.02% | 785 |
|
|
2023
Q3 | $511K | Buy |
2,955
+488
| +20% | +$84.3K | 0.02% | 865 |
|
|
2023
Q2 | $453K | Buy |
2,467
+145
| +6% | +$26.6K | 0.01% | 932 |
|
|
2023
Q1 | $391K | Buy |
+2,322
| New | +$391K | 0.01% | 988 |
|
|
2022
Q3 | – | Sell |
-1,632
| Closed | -$200K | – | 1318 |
|
|
2022
Q2 | $200K | Buy |
+1,632
| New | +$200K | 0.01% | 1146 |
|