Vanguard Personalized Indexing Management’s City Office REIT CIO Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$132K Buy
24,803
+1,166
+5% +$6.23K ﹤0.01% 1695
2025
Q1
$123K Buy
23,637
+27
+0.1% +$140 ﹤0.01% 1589
2024
Q4
$130K Buy
23,610
+757
+3% +$4.18K ﹤0.01% 1580
2024
Q3
$133K Buy
22,853
+3,402
+17% +$19.9K ﹤0.01% 1578
2024
Q2
$96.9K Buy
19,451
+3,391
+21% +$16.9K ﹤0.01% 1530
2024
Q1
$83.7K Buy
16,060
+164
+1% +$854 ﹤0.01% 1530
2023
Q4
$97.1K Buy
+15,896
New +$97.1K ﹤0.01% 1471