Vanguard Personalized Indexing Management’s Aspen Technology Inc AZPN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-2,305
| Closed | -$575K | – | 1926 |
|
|
2024
Q4 | $575K | Buy |
2,305
+132
| +6% | +$32.9K | 0.01% | 1045 |
|
|
2024
Q3 | $519K | Buy |
2,173
+258
| +13% | +$61.6K | 0.01% | 1078 |
|
|
2024
Q2 | $361K | Sell |
1,915
-172
| -8% | -$32.5K | 0.01% | 1185 |
|
|
2024
Q1 | $445K | Sell |
2,087
-1,033
| -33% | -$220K | 0.01% | 1081 |
|
|
2023
Q4 | $687K | Buy |
3,120
+1,785
| +134% | +$393K | 0.02% | 837 |
|
|
2023
Q3 | $273K | Buy |
+1,335
| New | +$273K | 0.01% | 1154 |
|
|
2023
Q2 | – | Sell |
-2,743
| Closed | -$628K | – | 1542 |
|
|
2023
Q1 | $628K | Buy |
2,743
+262
| +11% | +$60K | 0.02% | 762 |
|
|
2022
Q4 | $510K | Sell |
2,481
-5
| -0.2% | -$1.03K | 0.02% | 791 |
|
|
2022
Q3 | $592K | Buy |
2,486
+82
| +3% | +$19.5K | 0.03% | 716 |
|
|
2022
Q2 | $442K | Buy |
+2,404
| New | +$442K | 0.02% | 861 |
|