Vanguard Personalized Indexing Management’s ChampionX CHX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$348K Sell
13,999
-8,280
-37% -$206K ﹤0.01% 1375
2025
Q1
$664K Buy
22,279
+1,360
+7% +$40.5K 0.01% 984
2024
Q4
$569K Buy
20,919
+4,735
+29% +$129K 0.01% 1051
2024
Q3
$488K Sell
16,184
-2,074
-11% -$62.5K 0.01% 1106
2024
Q2
$595K Buy
18,258
+1,469
+9% +$47.9K 0.01% 957
2024
Q1
$603K Buy
16,789
+433
+3% +$15.5K 0.01% 913
2023
Q4
$478K Buy
16,356
+7,401
+83% +$216K 0.01% 1022
2023
Q3
$319K Sell
8,955
-82
-0.9% -$2.92K 0.01% 1096
2023
Q2
$281K Buy
9,037
+358
+4% +$11.1K 0.01% 1171
2023
Q1
$235K Buy
+8,679
New +$235K 0.01% 1246