Vanguard Personalized Indexing Management’s Calix CALX Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2024
Q1
Sell
-6,097
Closed -$266K 1636
2023
Q4
$266K Buy
+6,097
New +$266K 0.01% 1284
2023
Q1
Sell
-3,276
Closed -$224K 1473
2022
Q4
$224K Buy
+3,276
New +$224K 0.01% 1096