Vanguard Personalized Indexing Management’s Comerica CMA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.8M | Buy |
30,249
+7,013
| +30% | +$418K | 0.02% | 600 |
|
|
2025
Q1 | $1.37M | Sell |
23,236
-842
| -3% | -$49.7K | 0.02% | 635 |
|
|
2024
Q4 | $1.49M | Buy |
24,078
+994
| +4% | +$61.5K | 0.02% | 586 |
|
|
2024
Q3 | $1.38M | Buy |
23,084
+458
| +2% | +$27.4K | 0.02% | 614 |
|
|
2024
Q2 | $1.15M | Buy |
22,626
+1,107
| +5% | +$56.5K | 0.02% | 611 |
|
|
2024
Q1 | $1.18M | Sell |
21,519
-1,318
| -6% | -$72.5K | 0.03% | 577 |
|
|
2023
Q4 | $1.27M | Sell |
22,837
-7,626
| -25% | -$426K | 0.03% | 516 |
|
|
2023
Q3 | $1.27M | Buy |
30,463
+1,474
| +5% | +$61.2K | 0.04% | 451 |
|
|
2023
Q2 | $1.23M | Buy |
28,989
+17,646
| +156% | +$747K | 0.04% | 475 |
|
|
2023
Q1 | $493K | Buy |
11,343
+402
| +4% | +$17.5K | 0.02% | 884 |
|
|
2022
Q4 | $731K | Sell |
10,941
-6,188
| -36% | -$414K | 0.03% | 642 |
|
|
2022
Q3 | $1.22M | Buy |
17,129
+102
| +0.6% | +$7.25K | 0.06% | 398 |
|
|
2022
Q2 | $1.25M | Buy |
17,027
+6,687
| +65% | +$491K | 0.06% | 361 |
|
|
2022
Q1 | $935K | Buy |
10,340
+4,117
| +66% | +$372K | 0.05% | 481 |
|
|
2021
Q4 | $541K | Buy |
6,223
+1,792
| +40% | +$156K | 0.03% | 675 |
|
|
2021
Q3 | $357K | Sell |
4,431
-2,503
| -36% | -$202K | 0.03% | 691 |
|
|
2021
Q2 | $495K | Buy |
6,934
+4,129
| +147% | +$295K | 0.05% | 482 |
|
|
2021
Q1 | $201K | Buy |
+2,805
| New | +$201K | 0.03% | 675 |
|