Vanguard Personalized Indexing Management’s Burlington BURL Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$2.62M	Buy	8,051 +134	+2%	+$41K	0.03%	504
2025 Q4	$2.29M	Buy	7,917 +327	+4%	+$88.7K	0.02%	547
2025 Q3	$1.93M	Buy	7,590 +21	+0.3%	+$5.7K	0.02%	604
2025 Q2	$1.76M	Buy	7,569 +291	+4%	+$69.2K	0.02%	612
2025 Q1	$1.73M	Buy	7,278 +590	+9%	+$153K	0.03%	544
2024 Q4	$1.91M	Buy	6,688 +132	+2%	+$35.7K	0.03%	490
2024 Q3	$1.73M	Buy	6,556 +618	+10%	+$160K	0.03%	520
2024 Q2	$1.43M	Buy	5,938 +392	+7%	+$80.7K	0.03%	530
2024 Q1	$1.29M	Sell	5,546 -1,165	-17%	-$238K	0.03%	542
2023 Q4	$1.31M	Buy	6,711 +3,114	+87%	+$465K	0.03%	508
2023 Q3	$487K	Buy	3,597 +153	+4%	+$24.5K	0.01%	887
2023 Q2	$542K	Sell	3,444 -415	-11%	-$71.2K	0.02%	859
2023 Q1	$780K	Sell	3,859 -3,163	-45%	-$691K	0.03%	659
2022 Q4	$1.42M	Buy	7,022 +4,582	+188%	+$732K	0.06%	375
2022 Q3	$273K	Buy	2,440 +216	+10%	+$31.5K	0.01%	999
2022 Q2	$303K	Buy	2,224 +495	+29%	+$89.6K	0.01%	986
2022 Q1	$315K	Sell	1,729 -56	-3%	-$12.3K	0.02%	983
2021 Q4	$520K	Buy	1,785 +626	+54%	+$176K	0.03%	690
2021 Q3	$329K	Sell	1,159 -746	-39%	-$238K	0.03%	725
2021 Q2	$613K	Buy	1,905 +1,037	+119%	+$330K	0.06%	392
2021 Q1	$259K	Buy	+868	New	+$236K	0.04%	562