Vanguard Personalized Indexing Management’s Franklin Resources BEN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $766K | Buy |
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|
2025
Q1 | $398K | Sell |
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|
2024
Q4 | $444K | Buy |
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|
2024
Q3 | $414K | Sell |
|
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|
2024
Q2 | $543K | Sell |
|
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|
2024
Q1 | $938K | Buy |
|
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|
2023
Q4 | $981K | Buy |
|
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|
2023
Q3 | $538K | Buy |
|
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|
2023
Q2 | $562K | Sell |
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|
2023
Q1 | $572K | Buy |
|
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|
2022
Q4 | $442K | Sell |
|
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|
2022
Q3 | $655K | Buy |
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|
2022
Q2 | $544K | Buy |
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|
2022
Q1 | $372K | Buy |
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|
2021
Q4 | $353K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $277K | Buy |
|