Vanguard Personalized Indexing Management’s Allete ALE Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$803K Buy
12,531
+2,832
+29% +$181K 0.01% 980
2025
Q1
$637K Buy
9,699
+1,436
+17% +$94.3K 0.01% 1005
2024
Q4
$535K Buy
8,263
+1,278
+18% +$82.8K 0.01% 1079
2024
Q3
$448K Sell
6,985
-117
-2% -$7.51K 0.01% 1141
2024
Q2
$443K Buy
7,102
+447
+7% +$27.9K 0.01% 1088
2024
Q1
$397K Sell
6,655
-3,839
-37% -$229K 0.01% 1129
2023
Q4
$642K Buy
10,494
+5,527
+111% +$338K 0.02% 868
2023
Q3
$262K Buy
4,967
+907
+22% +$47.9K 0.01% 1169
2023
Q2
$235K Sell
4,060
-4,028
-50% -$234K 0.01% 1256
2023
Q1
$521K Buy
+8,088
New +$521K 0.02% 851