Vanguard Personalized Indexing Management’s Apellis Pharmaceuticals APLS Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | – | Sell |
-7,832
| Closed | -$250K | – | 1847 |
|
2024
Q4 | $250K | Buy |
+7,832
| New | +$250K | ﹤0.01% | 1420 |
|
2024
Q2 | – | Sell |
-5,075
| Closed | -$298K | – | 1700 |
|
2024
Q1 | $298K | Buy |
5,075
+380
| +8% | +$22.3K | 0.01% | 1268 |
|
2023
Q4 | $281K | Buy |
+4,695
| New | +$281K | 0.01% | 1261 |
|
2023
Q3 | – | Sell |
-4,495
| Closed | -$409K | – | 1486 |
|
2023
Q2 | $409K | Buy |
4,495
+235
| +6% | +$21.4K | 0.01% | 980 |
|
2023
Q1 | $281K | Sell |
4,260
-1,961
| -32% | -$129K | 0.01% | 1143 |
|
2022
Q4 | $322K | Buy |
+6,221
| New | +$322K | 0.01% | 954 |
|