Vanguard Personalized Indexing Management’s City Office REIT CIO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
-24,361
| Closed | -$170K | – | 2179 |
|
|
2025
Q4 | $170K | Sell |
24,361
-442
| -2% | -$3.06K | ﹤0.01% | 1750 |
|
|
2025
Q3 | $173K | Hold |
24,803
| – | – | ﹤0.01% | 1737 |
|
|
2025
Q2 | $132K | Buy |
24,803
+1,166
| +5% | +$5.84K | ﹤0.01% | 1695 |
|
|
2025
Q1 | $123K | Buy |
23,637
+27
| +0.1% | +$139 | ﹤0.01% | 1589 |
|
|
2024
Q4 | $130K | Buy |
23,610
+757
| +3% | +$4.16K | ﹤0.01% | 1580 |
|
|
2024
Q3 | $133K | Buy |
22,853
+3,402
| +17% | +$19.2K | ﹤0.01% | 1578 |
|
|
2024
Q2 | $96.9K | Buy |
19,451
+3,391
| +21% | +$16.3K | ﹤0.01% | 1530 |
|
|
2024
Q1 | $83.7K | Buy |
16,060
+164
| +1% | +$826 | ﹤0.01% | 1530 |
|
|
2023
Q4 | $97.1K | Buy |
+15,896
| New | +$74.1K | ﹤0.01% | 1471 |
|