Vanguard Personalized Indexing Management’s Woodward WWD Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.28M Buy
5,226
+379
+8% +$92.9K 0.01% 754
2025
Q1
$885K Sell
4,847
-283
-6% -$51.6K 0.01% 848
2024
Q4
$854K Buy
5,130
+53
+1% +$8.82K 0.01% 847
2024
Q3
$871K Buy
5,077
+35
+0.7% +$6K 0.01% 831
2024
Q2
$879K Buy
5,042
+310
+7% +$54.1K 0.02% 738
2024
Q1
$729K Sell
4,732
-396
-8% -$61K 0.02% 827
2023
Q4
$698K Buy
5,128
+1,906
+59% +$259K 0.02% 828
2023
Q3
$400K Buy
3,222
+770
+31% +$95.7K 0.01% 988
2023
Q2
$292K Sell
2,452
-12
-0.5% -$1.43K 0.01% 1150
2023
Q1
$240K Buy
+2,464
New +$240K 0.01% 1235
2022
Q4
Sell
-6,148
Closed -$493K 1350
2022
Q3
$493K Sell
6,148
-67
-1% -$5.37K 0.02% 794
2022
Q2
$575K Buy
6,215
+956
+18% +$88.4K 0.03% 751
2022
Q1
$657K Buy
+5,259
New +$657K 0.03% 681
2021
Q3
Sell
-2,200
Closed -$270K 1063
2021
Q2
$270K Buy
+2,200
New +$270K 0.03% 777