Vanguard Personalized Indexing Management’s Blackstone BX Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $13M | Buy |
86,892
+7,304
| +9% | +$1.09M | 0.15% | 117 |
|
2025
Q1 | $11.1M | Buy |
79,588
+8,172
| +11% | +$1.14M | 0.16% | 109 |
|
2024
Q4 | $12.3M | Buy |
71,416
+5,546
| +8% | +$956K | 0.19% | 83 |
|
2024
Q3 | $10.1M | Buy |
65,870
+9,562
| +17% | +$1.46M | 0.16% | 105 |
|
2024
Q2 | $6.97M | Buy |
56,308
+4,974
| +10% | +$616K | 0.13% | 125 |
|
2024
Q1 | $6.74M | Buy |
51,334
+5,921
| +13% | +$778K | 0.14% | 124 |
|
2023
Q4 | $5.95M | Buy |
45,413
+7,269
| +19% | +$952K | 0.15% | 109 |
|
2023
Q3 | $4.09M | Buy |
38,144
+4,792
| +14% | +$513K | 0.12% | 147 |
|
2023
Q2 | $3.1M | Buy |
33,352
+1,913
| +6% | +$178K | 0.1% | 205 |
|
2023
Q1 | $2.76M | Sell |
31,439
-4
| -0% | -$351 | 0.1% | 212 |
|
2022
Q4 | $2.33M | Sell |
31,443
-627
| -2% | -$46.5K | 0.1% | 224 |
|
2022
Q3 | $2.68M | Buy |
32,070
+2,748
| +9% | +$230K | 0.12% | 162 |
|
2022
Q2 | $2.68M | Buy |
29,322
+5,050
| +21% | +$461K | 0.12% | 153 |
|
2022
Q1 | $3.08M | Buy |
24,272
+5,576
| +30% | +$708K | 0.15% | 115 |
|
2021
Q4 | $2.42M | Buy |
18,696
+5,863
| +46% | +$759K | 0.14% | 124 |
|
2021
Q3 | $1.49M | Buy |
12,833
+2,598
| +25% | +$302K | 0.13% | 144 |
|
2021
Q2 | $994K | Buy |
+10,235
| New | +$994K | 0.1% | 205 |
|