Vanguard Personalized Indexing Management’s Comerica CMA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $2.08M | Buy |
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|
2025
Q2 | $1.8M | Buy |
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|
2025
Q1 | $1.37M | Sell |
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|
2024
Q4 | $1.49M | Buy |
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|
2024
Q3 | $1.38M | Buy |
|
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|
2024
Q2 | $1.15M | Buy |
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|
2024
Q1 | $1.18M | Sell |
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|
2023
Q4 | $1.27M | Sell |
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|
2023
Q3 | $1.27M | Buy |
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|
2023
Q2 | $1.23M | Buy |
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|
2023
Q1 | $493K | Buy |
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|
2022
Q4 | $731K | Sell |
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|
2022
Q3 | $1.22M | Buy |
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|
2022
Q2 | $1.25M | Buy |
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|
2022
Q1 | $935K | Buy |
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|
2021
Q4 | $541K | Buy |
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|
2021
Q3 | $357K | Sell |
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|
2021
Q2 | $495K | Buy |
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|
2021
Q1 | $201K | Buy |
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