Vanguard Personalized Indexing Management’s Donaldson DCI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $818K | Buy |
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|
2025
Q1 | $769K | Buy |
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|
2024
Q4 | $663K | Buy |
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|
2024
Q3 | $685K | Sell |
|
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|
2024
Q2 | $813K | Buy |
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|
2024
Q1 | $838K | Sell |
|
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|
2023
Q4 | $752K | Sell |
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|
2023
Q3 | $1.12M | Buy |
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|
2023
Q2 | $1.11M | Sell |
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|
2023
Q1 | $1.19M | Buy |
|
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|
2022
Q4 | $1M | Buy |
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|
2022
Q3 | $523K | Buy |
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|
2022
Q2 | $414K | Buy |
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|
2022
Q1 | $221K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $363K | Sell |
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|
2021
Q2 | $427K | Buy |
|