Vanguard Personalized Indexing Management’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $436K | Hold |
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|
2025
Q1 | $384K | Hold |
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|
2024
Q4 | $414K | Hold |
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|
2024
Q3 | $408K | Hold |
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|
2024
Q2 | $390K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $229K | Hold |
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|
2021
Q4 | $246K | Hold |
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|
2021
Q3 | $220K | Hold |
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|
2021
Q2 | $219K | Hold |
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|
2021
Q1 | $202K | Sell |
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|
2020
Q4 | $269K | Hold |
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|
2020
Q3 | $240K | Buy |
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