Vanguard Personalized Indexing Management’s Diageo DEO Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$969K	Sell	13,019 -4,256	-25%	-$371K	0.01%	943
2025 Q4	$1.49M	Buy	17,275 +60	+0.3%	+$5.53K	0.01%	718
2025 Q3	$1.64M	Buy	17,215 +610	+4%	+$64K	0.02%	665
2025 Q2	$1.67M	Buy	16,605 +965	+6%	+$105K	0.02%	631
2025 Q1	$1.64M	Sell	15,640 -2,091	-12%	-$236K	0.02%	567
2024 Q4	$2.25M	Buy	17,731 +1,829	+12%	+$233K	0.03%	445
2024 Q3	$2.23M	Buy	15,902 +2,458	+18%	+$319K	0.04%	438
2024 Q2	$1.7M	Sell	13,444 -274	-2%	-$37.7K	0.03%	461
2024 Q1	$2.04M	Buy	13,718 +3,249	+31%	+$476K	0.04%	390
2023 Q4	$1.52M	Sell	10,469 -749	-7%	-$111K	0.04%	443
2023 Q3	$1.67M	Buy	11,218 +1,391	+14%	+$233K	0.05%	359
2023 Q2	$1.7M	Buy	9,827 +505	+5%	+$90.2K	0.05%	354
2023 Q1	$1.69M	Buy	9,322 +935	+11%	+$165K	0.06%	338
2022 Q4	$1.49M	Sell	8,387 -994	-11%	-$174K	0.06%	357
2022 Q3	$1.59M	Buy	9,381 +3,211	+52%	+$575K	0.07%	286
2022 Q2	$1.07M	Buy	6,170 +33	+0.5%	+$6.28K	0.05%	431
2022 Q1	$1.24M	Buy	6,137 +949	+18%	+$190K	0.06%	341
2021 Q4	$1.14M	Buy	5,188 +1,318	+34%	+$270K	0.07%	324
2021 Q3	$747K	Buy	3,870 +394	+11%	+$76.3K	0.07%	323
2021 Q2	$666K	Buy	3,476 +415	+14%	+$77.2K	0.07%	358
2021 Q1	$503K	Buy	3,061 +261	+9%	+$42.7K	0.08%	318
2020 Q4	$445K	Buy	2,800 +645	+30%	+$96.2K	0.1%	245
2020 Q3	$297K	Buy	2,155 +94	+5%	+$13K	0.08%	289
2020 Q2	$277K	Buy	+2,061	New	+$283K	0.13%	207