Vanguard Personalized Indexing Management’s Diversified Energy DEC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-14,814
| Closed | -$200K | – | 1970 |
|
|
2025
Q1 | $200K | Sell |
14,814
-5,555
| -27% | -$75.1K | ﹤0.01% | 1523 |
|
|
2024
Q4 | $342K | Buy |
20,369
+8,378
| +70% | +$141K | 0.01% | 1281 |
|
|
2024
Q3 | $136K | Sell |
11,991
-2,039
| -15% | -$23.2K | ﹤0.01% | 1576 |
|
|
2024
Q2 | $189K | Buy |
+14,030
| New | +$189K | ﹤0.01% | 1466 |
|