Vanguard Personalized Indexing Management’s PHYSICIANS REALTY TRUST DOC Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q1 | – | Sell |
-66,998
| Closed | -$892K | – | 1683 |
|
2023
Q4 | $892K | Buy |
+66,998
| New | +$892K | 0.02% | 717 |
|
2023
Q3 | – | Sell |
-15,889
| Closed | -$222K | – | 1574 |
|
2023
Q2 | $222K | Sell |
15,889
-13,209
| -45% | -$185K | 0.01% | 1282 |
|
2023
Q1 | $434K | Buy |
+29,098
| New | +$434K | 0.02% | 945 |
|