Vanguard Personalized Indexing Management’s Ashland ASH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $409K | Buy |
8,130
+1,978
| +32% | +$99.5K | ﹤0.01% | 1300 |
|
|
2025
Q1 | $365K | Buy |
6,152
+2,188
| +55% | +$130K | 0.01% | 1254 |
|
|
2024
Q4 | $283K | Sell |
3,964
-915
| -19% | -$65.4K | ﹤0.01% | 1361 |
|
|
2024
Q3 | $424K | Sell |
4,879
-2,416
| -33% | -$210K | 0.01% | 1181 |
|
|
2024
Q2 | $681K | Buy |
7,295
+149
| +2% | +$13.9K | 0.01% | 867 |
|
|
2024
Q1 | $696K | Buy |
7,146
+3,118
| +77% | +$304K | 0.01% | 846 |
|
|
2023
Q4 | $340K | Buy |
+4,028
| New | +$340K | 0.01% | 1176 |
|
|
2023
Q2 | – | Sell |
-3,325
| Closed | -$342K | – | 1473 |
|
|
2023
Q1 | $342K | Sell |
3,325
-830
| -20% | -$85.3K | 0.01% | 1054 |
|
|
2022
Q4 | $447K | Buy |
+4,155
| New | +$447K | 0.02% | 839 |
|