Vanguard Personalized Indexing Management’s Charter Communications CHTR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$2.64M	Buy	12,234 +1,280	+12%	+$277K	0.03%	501
2025 Q4	$2.29M	Sell	10,954 -255	-2%	-$57.4K	0.02%	548
2025 Q3	$3.1M	Sell	11,209 -3,482	-24%	-$1.05M	0.03%	433
2025 Q2	$6.03M	Buy	14,691 +2,990	+26%	+$1.14M	0.07%	246
2025 Q1	$4.31M	Buy	11,701 +492	+4%	+$176K	0.06%	275
2024 Q4	$3.84M	Buy	11,209 +51	+0.5%	+$18.4K	0.06%	290
2024 Q3	$3.62M	Buy	11,158 +1,654	+17%	+$556K	0.06%	291
2024 Q2	$2.43M	Buy	9,504 +1,026	+12%	+$280K	0.05%	357
2024 Q1	$2.46M	Buy	8,478 +189	+2%	+$60.8K	0.05%	333
2023 Q4	$3.22M	Sell	8,289 -352	-4%	-$144K	0.08%	223
2023 Q3	$3.8M	Buy	8,641 +861	+11%	+$358K	0.11%	164
2023 Q2	$2.86M	Buy	7,780 +493	+7%	+$168K	0.09%	220
2023 Q1	$2.61M	Buy	7,287 +34	+0.5%	+$12.7K	0.09%	223
2022 Q4	$2.46M	Sell	7,253 -257	-3%	-$90.3K	0.1%	203
2022 Q3	$2.28M	Sell	7,510 -808	-10%	-$346K	0.1%	199
2022 Q2	$3.9M	Buy	8,318 +2,098	+34%	+$1.02M	0.18%	96
2022 Q1	$3.39M	Buy	6,220 +1,716	+38%	+$1.01M	0.16%	102
2021 Q4	$2.94M	Buy	4,504 +635	+16%	+$432K	0.17%	104
2021 Q3	$2.81M	Buy	3,869 +644	+20%	+$489K	0.25%	67
2021 Q2	$2.33M	Buy	3,225 +703	+28%	+$473K	0.24%	77
2021 Q1	$1.56M	Buy	2,522 +1,420	+129%	+$887K	0.24%	85
2020 Q4	$729K	Buy	1,102 +143	+15%	+$91K	0.16%	142
2020 Q3	$599K	Buy	959 +189	+25%	+$112K	0.17%	147
2020 Q2	$393K	Buy	770 +293	+61%	+$149K	0.18%	140
2020 Q1	$208K	Buy	+477	New	+$233K	0.12%	217