Vanguard Personalized Indexing Management’s BHP BHP Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$7.76M	Sell	106,722 -6,071	-5%	-$429K	0.08%	224
2025 Q4	$6.81M	Sell	112,793 -1,186	-1%	-$67.4K	0.07%	241
2025 Q3	$6.36M	Buy	113,979 +22,388	+24%	+$1.19M	0.07%	253
2025 Q2	$4.41M	Buy	91,591 +6,318	+7%	+$304K	0.05%	328
2025 Q1	$4.14M	Buy	85,273 +20,976	+33%	+$1.04M	0.06%	282
2024 Q4	$3.14M	Sell	64,297 -5,257	-8%	-$286K	0.05%	337
2024 Q3	$4.32M	Sell	69,554 -9,185	-12%	-$507K	0.07%	252
2024 Q2	$4.39M	Buy	78,739 +12,595	+19%	+$732K	0.08%	202
2024 Q1	$3.82M	Buy	66,144 +8,722	+15%	+$522K	0.08%	219
2023 Q4	$3.92M	Buy	57,422 +19,420	+51%	+$1.17M	0.1%	187
2023 Q3	$2.16M	Sell	38,002 -2,203	-5%	-$129K	0.06%	294
2023 Q2	$2.4M	Buy	40,205 +9,480	+31%	+$565K	0.07%	264
2023 Q1	$1.95M	Sell	30,725 -490	-2%	-$31.6K	0.07%	299
2022 Q4	$1.94M	Buy	31,215 +2,830	+10%	+$159K	0.08%	267
2022 Q3	$1.42M	Sell	28,385 -930	-3%	-$49.2K	0.06%	321
2022 Q2	$1.65M	Buy	29,315 +304	+1%	+$18.9K	0.08%	257
2022 Q1	$2M	Buy	29,011 +16,793	+137%	+$1.02M	0.1%	193
2021 Q4	$658K	Buy	12,218 +4,343	+55%	+$217K	0.04%	588
2021 Q3	$376K	Buy	7,875 +739	+10%	+$45.1K	0.03%	666
2021 Q2	$464K	Buy	+7,136	New	+$472K	0.05%	515