Vanguard Personalized Indexing Management’s Exponent EXPO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.14M | Buy |
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|
2025
Q1 | $1.01M | Sell |
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|
2024
Q4 | $1.43M | Buy |
|
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|
2024
Q3 | $1.69M | Buy |
|
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|
2024
Q2 | $1.35M | Buy |
|
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|
2024
Q1 | $1.07M | Buy |
|
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|
2023
Q4 | $1M | Buy |
|
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|
2023
Q3 | $652K | Buy |
|
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|
2023
Q2 | $486K | Sell |
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|
2023
Q1 | $535K | Buy |
|
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|
2022
Q4 | $316K | Buy |
|
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|
2022
Q3 | $239K | Sell |
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|
2022
Q2 | $266K | Buy |
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|
2022
Q1 | $238K | Buy |
|