Vanguard Personalized Indexing Management’s Alexandria Real Estate Equities ARE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.37M | Buy |
18,899
+1,081
| +6% | +$78.5K | 0.02% | 715 |
|
|
2025
Q1 | $1.65M | Buy |
17,818
+2,171
| +14% | +$201K | 0.02% | 565 |
|
|
2024
Q4 | $1.53M | Buy |
15,647
+996
| +7% | +$97.2K | 0.02% | 573 |
|
|
2024
Q3 | $1.74M | Buy |
14,651
+211
| +1% | +$25.1K | 0.03% | 517 |
|
|
2024
Q2 | $1.69M | Sell |
14,440
-93
| -0.6% | -$10.9K | 0.03% | 465 |
|
|
2024
Q1 | $1.87M | Buy |
14,533
+1,871
| +15% | +$241K | 0.04% | 408 |
|
|
2023
Q4 | $1.61M | Buy |
12,662
+3,078
| +32% | +$390K | 0.04% | 429 |
|
|
2023
Q3 | $959K | Sell |
9,584
-612
| -6% | -$61.3K | 0.03% | 578 |
|
|
2023
Q2 | $1.16M | Buy |
10,196
+4,718
| +86% | +$535K | 0.04% | 497 |
|
|
2023
Q1 | $688K | Sell |
5,478
-3,964
| -42% | -$498K | 0.02% | 715 |
|
|
2022
Q4 | $1.38M | Buy |
9,442
+656
| +7% | +$95.6K | 0.06% | 389 |
|
|
2022
Q3 | $1.23M | Buy |
8,786
+2,342
| +36% | +$328K | 0.06% | 390 |
|
|
2022
Q2 | $935K | Buy |
6,444
+649
| +11% | +$94.2K | 0.04% | 497 |
|
|
2022
Q1 | $1.17M | Buy |
5,795
+1,994
| +52% | +$401K | 0.06% | 372 |
|
|
2021
Q4 | $847K | Buy |
3,801
+931
| +32% | +$207K | 0.05% | 478 |
|
|
2021
Q3 | $548K | Buy |
2,870
+406
| +16% | +$77.5K | 0.05% | 463 |
|
|
2021
Q2 | $448K | Buy |
2,464
+579
| +31% | +$105K | 0.05% | 534 |
|
|
2021
Q1 | $310K | Sell |
1,885
-333
| -15% | -$54.8K | 0.05% | 487 |
|
|
2020
Q4 | $395K | Buy |
2,218
+154
| +7% | +$27.4K | 0.09% | 273 |
|
|
2020
Q3 | $330K | Buy |
+2,064
| New | +$330K | 0.09% | 264 |
|