Vanguard Personalized Indexing Management’s ATI ATI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.02M | Buy |
11,778
+6,581
| +127% | +$568K | 0.01% | 866 |
|
|
2025
Q1 | $270K | Buy |
5,197
+30
| +0.6% | +$1.56K | ﹤0.01% | 1387 |
|
|
2024
Q4 | $284K | Sell |
5,167
-644
| -11% | -$35.4K | ﹤0.01% | 1357 |
|
|
2024
Q3 | $389K | Buy |
5,811
+974
| +20% | +$65.2K | 0.01% | 1229 |
|
|
2024
Q2 | $268K | Sell |
4,837
-1,531
| -24% | -$84.9K | 0.01% | 1321 |
|
|
2024
Q1 | $326K | Buy |
6,368
+467
| +8% | +$23.9K | 0.01% | 1235 |
|
|
2023
Q4 | $268K | Buy |
5,901
+634
| +12% | +$28.8K | 0.01% | 1282 |
|
|
2023
Q3 | $217K | Buy |
5,267
+9
| +0.2% | +$370 | 0.01% | 1271 |
|
|
2023
Q2 | $233K | Sell |
5,258
-132
| -2% | -$5.84K | 0.01% | 1262 |
|
|
2023
Q1 | $213K | Buy |
+5,390
| New | +$213K | 0.01% | 1298 |
|