Vanguard Personalized Indexing Management’s CBIZ CBZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.29M | Buy |
17,993
+10,754
| +149% | +$771K | 0.01% | 748 |
|
|
2025
Q1 | $549K | Sell |
7,239
-569
| -7% | -$43.2K | 0.01% | 1068 |
|
|
2024
Q4 | $639K | Sell |
7,808
-1,016
| -12% | -$83.1K | 0.01% | 992 |
|
|
2024
Q3 | $594K | Buy |
8,824
+17
| +0.2% | +$1.14K | 0.01% | 1017 |
|
|
2024
Q2 | $644K | Buy |
8,807
+1,003
| +13% | +$73.4K | 0.01% | 911 |
|
|
2024
Q1 | $613K | Buy |
7,804
+650
| +9% | +$51K | 0.01% | 904 |
|
|
2023
Q4 | $448K | Sell |
7,154
-31
| -0.4% | -$1.94K | 0.01% | 1056 |
|
|
2023
Q3 | $373K | Buy |
7,185
+85
| +1% | +$4.41K | 0.01% | 1027 |
|
|
2023
Q2 | $378K | Buy |
7,100
+308
| +5% | +$16.4K | 0.01% | 1017 |
|
|
2023
Q1 | $336K | Buy |
+6,792
| New | +$336K | 0.01% | 1064 |
|