Vanguard Personalized Indexing Management’s Exelon EXC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $7.37M | Buy |
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|
2025
Q2 | $6.7M | Buy |
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|
2025
Q1 | $5.73M | Buy |
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|
2024
Q4 | $4.25M | Buy |
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|
2024
Q3 | $3.75M | Buy |
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|
2024
Q2 | $2.48M | Sell |
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|
2024
Q1 | $2.74M | Buy |
|
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|
2023
Q4 | $2.15M | Sell |
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|
2023
Q3 | $2.74M | Buy |
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|
2023
Q2 | $2.8M | Buy |
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|
2023
Q1 | $2.47M | Sell |
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|
2022
Q4 | $3.03M | Buy |
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|
2022
Q3 | $1.8M | Buy |
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|
2022
Q2 | $1.99M | Buy |
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|
2022
Q1 | $1.14M | Sell |
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|
2021
Q4 | $1.43M | Buy |
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|
2021
Q3 | $624K | Buy |
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|
2021
Q2 | $355K | Buy |
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|
2021
Q1 | $254K | Buy |
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|
2020
Q4 | $235K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $332K | Buy |
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