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
2026
Q1
Sell
2025
Q4
$2.77M Buy
2025
Q3
$2.08M Buy
2025
Q2
$1.8M Buy
2025
Q1
$1.37M Sell
2024
Q4
$1.49M Buy
2024
Q3
$1.38M Buy
2024
Q2
$1.15M Buy
2024
Q1
$1.18M Sell
2023
Q4
$1.27M Sell
2023
Q3
$1.27M Buy
2023
Q2
$1.23M Buy
2023
Q1
$493K Buy
2022
Q4
$731K Sell
2022
Q3
$1.22M Buy
2022
Q2
$1.25M Buy
2022
Q1
$935K Buy
2021
Q4
$541K Buy
2021
Q3
$357K Sell
2021
Q2
$495K Buy
2021
Q1
$201K Buy