Vanguard Personalized Indexing Management’s Broadridge BR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $3.53M | Sell |
|
|||||
|
2025
Q2 | $3.66M | Buy |
|
|||||
|
2025
Q1 | $3.4M | Buy |
|
|||||
|
2024
Q4 | $2.85M | Buy |
|
|||||
|
2024
Q3 | $2.35M | Buy |
|
|||||
|
2024
Q2 | $1.76M | Buy |
|
|||||
|
2024
Q1 | $1.37M | Buy |
|
|||||
|
2023
Q4 | $1.1M | Buy |
|
|||||
|
2023
Q3 | $846K | Buy |
|
|||||
|
2023
Q2 | $782K | Buy |
|
|||||
|
2023
Q1 | $591K | Sell |
|
|||||
|
2022
Q4 | $541K | Sell |
|
|||||
|
2022
Q3 | $851K | Buy |
|
|||||
|
2022
Q2 | $639K | Sell |
|
|||||
|
2022
Q1 | $882K | Buy |
|
|||||
|
2021
Q4 | $890K | Buy |
|
|||||
|
2021
Q3 | $438K | Buy |
|
|||||
|
2021
Q2 | $366K | Buy |
|
|||||
|
2021
Q1 | $334K | Buy |
|
|||||
|
2020
Q4 | $219K | Buy |
|