Vanguard Personalized Indexing Management’s AtriCure ATRC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-8,715
| Closed | -$382K | – | 1567 |
|
|
2023
Q3 | $382K | Buy |
8,715
+2,408
| +38% | +$105K | 0.01% | 1017 |
|
|
2023
Q2 | $311K | Buy |
6,307
+418
| +7% | +$20.6K | 0.01% | 1106 |
|
|
2023
Q1 | $244K | Sell |
5,889
-7,935
| -57% | -$329K | 0.01% | 1222 |
|
|
2022
Q4 | $614K | Buy |
13,824
+8,194
| +146% | +$364K | 0.03% | 724 |
|
|
2022
Q3 | $220K | Buy |
+5,630
| New | +$220K | 0.01% | 1075 |
|