Vanguard Personalized Indexing Management’s Willis Towers Watson WTW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.4M | Buy |
11,076
+548
| +5% | +$168K | 0.04% | 396 |
|
|
2025
Q1 | $3.56M | Buy |
10,528
+398
| +4% | +$135K | 0.05% | 319 |
|
|
2024
Q4 | $3.17M | Buy |
10,130
+815
| +9% | +$255K | 0.05% | 335 |
|
|
2024
Q3 | $2.74M | Buy |
9,315
+1,216
| +15% | +$358K | 0.04% | 368 |
|
|
2024
Q2 | $2.12M | Buy |
8,099
+917
| +13% | +$240K | 0.04% | 388 |
|
|
2024
Q1 | $1.98M | Buy |
7,182
+844
| +13% | +$232K | 0.04% | 395 |
|
|
2023
Q4 | $1.53M | Buy |
6,338
+419
| +7% | +$101K | 0.04% | 441 |
|
|
2023
Q3 | $1.24M | Sell |
5,919
-1,745
| -23% | -$365K | 0.04% | 467 |
|
|
2023
Q2 | $1.8M | Buy |
7,664
+485
| +7% | +$114K | 0.06% | 340 |
|
|
2023
Q1 | $1.67M | Buy |
7,179
+360
| +5% | +$83.7K | 0.06% | 342 |
|
|
2022
Q4 | $1.67M | Buy |
6,819
+308
| +5% | +$75.3K | 0.07% | 315 |
|
|
2022
Q3 | $1.31M | Buy |
6,511
+1,801
| +38% | +$362K | 0.06% | 353 |
|
|
2022
Q2 | $930K | Buy |
4,710
+822
| +21% | +$162K | 0.04% | 499 |
|
|
2022
Q1 | $918K | Buy |
3,888
+255
| +7% | +$60.2K | 0.04% | 497 |
|
|
2021
Q4 | $863K | Buy |
3,633
+1,042
| +40% | +$248K | 0.05% | 471 |
|
|
2021
Q3 | $602K | Buy |
2,591
+681
| +36% | +$158K | 0.05% | 426 |
|
|
2021
Q2 | $439K | Buy |
1,910
+486
| +34% | +$112K | 0.05% | 547 |
|
|
2021
Q1 | $326K | Buy |
+1,424
| New | +$326K | 0.05% | 470 |
|