Vanguard Personalized Indexing Management’s EXL Service EXLS Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.01M Buy
22,954
+9,183
+67% +$402K 0.01% 872
2025
Q1
$650K Buy
13,771
+311
+2% +$14.7K 0.01% 993
2024
Q4
$597K Sell
13,460
-272
-2% -$12.1K 0.01% 1028
2024
Q3
$524K Buy
13,732
+88
+0.6% +$3.36K 0.01% 1072
2024
Q2
$428K Buy
13,644
+783
+6% +$24.6K 0.01% 1109
2024
Q1
$409K Sell
12,861
-4,318
-25% -$137K 0.01% 1112
2023
Q4
$530K Buy
17,179
+8,173
+91% +$252K 0.01% 972
2023
Q3
$253K Sell
9,006
-184
-2% -$5.16K 0.01% 1190
2023
Q2
$278K Sell
9,190
-760
-8% -$23K 0.01% 1180
2023
Q1
$322K Buy
9,950
+3,730
+60% +$121K 0.01% 1092
2022
Q4
$211K Buy
+6,220
New +$211K 0.01% 1134