Vanguard Personalized Indexing Management’s Doximity DOCS Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$798K	Buy	34,269 +13,414	+64%	+$418K	0.01%	1038
2025 Q4	$923K	Sell	20,855 -2,403	-10%	-$135K	0.01%	958
2025 Q3	$1.7M	Buy	23,258 +4,525	+24%	+$295K	0.02%	651
2025 Q2	$1.15M	Buy	18,733 +2,917	+18%	+$163K	0.01%	811
2025 Q1	$918K	Buy	15,816 +2,169	+16%	+$137K	0.01%	830
2024 Q4	$729K	Buy	13,647 +1,061	+8%	+$52K	0.01%	935
2024 Q3	$548K	Buy	12,586 +76	+0.6%	+$2.54K	0.01%	1052
2024 Q2	$350K	Buy	12,510 +3,209	+35%	+$84.6K	0.01%	1205
2024 Q1	$250K	Sell	9,301 -4,656	-33%	-$133K	0.01%	1347
2023 Q4	$391K	Buy	+13,957	New	+$330K	0.01%	1120
2023 Q3	–	Sell	-7,051	Closed	-$240K	–	1501
2023 Q2	$240K	Buy	7,051 +519	+8%	+$17.3K	0.01%	1244
2023 Q1	$212K	Sell	6,532 -6,206	-49%	-$206K	0.01%	1304
2022 Q4	$427K	Buy	+12,738	New	+$389K	0.02%	850
2022 Q3	–	Sell	-6,260	Closed	-$218K	–	1247
2022 Q2	$218K	Buy	+6,260	New	+$246K	0.01%	1109
2022 Q1	–	Sell	-5,693	Closed	-$285K	–	1217
2021 Q4	$285K	Buy	+5,693	New	+$371K	0.02%	882