Vanguard Personalized Indexing Management’s Franklin Resources BEN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $766K | Buy |
32,101
+11,432
| +55% | +$273K | 0.01% | 1011 |
|
|
2025
Q1 | $398K | Sell |
20,669
-1,219
| -6% | -$23.5K | 0.01% | 1217 |
|
|
2024
Q4 | $444K | Buy |
21,888
+1,347
| +7% | +$27.3K | 0.01% | 1173 |
|
|
2024
Q3 | $414K | Sell |
20,541
-4,145
| -17% | -$83.5K | 0.01% | 1189 |
|
|
2024
Q2 | $543K | Sell |
24,686
-8,692
| -26% | -$191K | 0.01% | 992 |
|
|
2024
Q1 | $938K | Buy |
33,378
+434
| +1% | +$12.2K | 0.02% | 694 |
|
|
2023
Q4 | $981K | Buy |
32,944
+11,042
| +50% | +$329K | 0.03% | 659 |
|
|
2023
Q3 | $538K | Buy |
21,902
+879
| +4% | +$21.6K | 0.02% | 846 |
|
|
2023
Q2 | $562K | Sell |
21,023
-199
| -0.9% | -$5.32K | 0.02% | 846 |
|
|
2023
Q1 | $572K | Buy |
21,222
+4,470
| +27% | +$120K | 0.02% | 805 |
|
|
2022
Q4 | $442K | Sell |
16,752
-13,697
| -45% | -$361K | 0.02% | 842 |
|
|
2022
Q3 | $655K | Buy |
30,449
+7,108
| +30% | +$153K | 0.03% | 671 |
|
|
2022
Q2 | $544K | Buy |
23,341
+10,013
| +75% | +$233K | 0.03% | 779 |
|
|
2022
Q1 | $372K | Buy |
13,328
+2,788
| +26% | +$77.8K | 0.02% | 935 |
|
|
2021
Q4 | $353K | Buy |
+10,540
| New | +$353K | 0.02% | 820 |
|
|
2021
Q3 | – | Sell |
-8,664
| Closed | -$277K | – | 984 |
|
|
2021
Q2 | $277K | Buy |
+8,664
| New | +$277K | 0.03% | 767 |
|