Vanguard Personalized Indexing Management’s C3.ai AI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $297K | Buy |
+12,073
| New | +$297K | ﹤0.01% | 1449 |
|
|
2025
Q1 | – | Sell |
-8,825
| Closed | -$304K | – | 1842 |
|
|
2024
Q4 | $304K | Buy |
8,825
+323
| +4% | +$11.1K | ﹤0.01% | 1327 |
|
|
2024
Q3 | $206K | Buy |
8,502
+790
| +10% | +$19.1K | ﹤0.01% | 1520 |
|
|
2024
Q2 | $223K | Buy |
+7,712
| New | +$223K | ﹤0.01% | 1411 |
|