Vanguard Personalized Indexing Management’s Broadridge BR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.66M | Buy |
15,062
+1,019
| +7% | +$248K | 0.04% | 371 |
|
|
2025
Q1 | $3.4M | Buy |
14,043
+1,448
| +11% | +$351K | 0.05% | 329 |
|
|
2024
Q4 | $2.85M | Buy |
12,595
+1,672
| +15% | +$378K | 0.04% | 363 |
|
|
2024
Q3 | $2.35M | Buy |
10,923
+1,994
| +22% | +$429K | 0.04% | 417 |
|
|
2024
Q2 | $1.76M | Buy |
8,929
+2,219
| +33% | +$437K | 0.03% | 446 |
|
|
2024
Q1 | $1.37M | Buy |
6,710
+1,360
| +25% | +$279K | 0.03% | 516 |
|
|
2023
Q4 | $1.1M | Buy |
5,350
+624
| +13% | +$128K | 0.03% | 597 |
|
|
2023
Q3 | $846K | Buy |
4,726
+6
| +0.1% | +$1.07K | 0.03% | 647 |
|
|
2023
Q2 | $782K | Buy |
4,720
+691
| +17% | +$114K | 0.02% | 687 |
|
|
2023
Q1 | $591K | Sell |
4,029
-3
| -0.1% | -$440 | 0.02% | 785 |
|
|
2022
Q4 | $541K | Sell |
4,032
-1,862
| -32% | -$250K | 0.02% | 776 |
|
|
2022
Q3 | $851K | Buy |
5,894
+1,408
| +31% | +$203K | 0.04% | 544 |
|
|
2022
Q2 | $639K | Sell |
4,486
-1,179
| -21% | -$168K | 0.03% | 693 |
|
|
2022
Q1 | $882K | Buy |
5,665
+799
| +16% | +$124K | 0.04% | 524 |
|
|
2021
Q4 | $890K | Buy |
4,866
+2,236
| +85% | +$409K | 0.05% | 454 |
|
|
2021
Q3 | $438K | Buy |
2,630
+365
| +16% | +$60.8K | 0.04% | 589 |
|
|
2021
Q2 | $366K | Buy |
2,265
+85
| +4% | +$13.7K | 0.04% | 644 |
|
|
2021
Q1 | $334K | Buy |
2,180
+751
| +53% | +$115K | 0.05% | 462 |
|
|
2020
Q4 | $219K | Buy |
+1,429
| New | +$219K | 0.05% | 471 |
|