Vanguard Personalized Indexing Management’s DT Midstream DTM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$2.79M Buy
2025
Q1
$2.1M Sell
2024
Q4
$2.18M Sell
2024
Q3
$1.82M Buy
2024
Q2
$1.62M Buy
2024
Q1
$1.33M Buy
2023
Q4
$1.07M Buy
2023
Q3
$988K Buy
2023
Q2
$872K Sell
2023
Q1
$887K Buy
2022
Q4
$726K Buy
2022
Q3
$658K Sell
2022
Q2
$658K Buy
2022
Q1
$568K Buy
2021
Q4
$295K Buy
2021
Q3
$205K Buy