Vanguard Personalized Indexing Management’s AvePoint AVPT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$293K Buy
15,182
+4,630
+44% +$89.4K ﹤0.01% 1453
2025
Q1
$152K Buy
+10,552
New +$152K ﹤0.01% 1559