Vanguard Personalized Indexing Management’s Extra Space Storage EXR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.3M | Buy |
22,257
+2,497
| +13% | +$370K | 0.04% | 407 |
|
|
2025
Q1 | $2.93M | Buy |
19,760
+1,297
| +7% | +$193K | 0.04% | 371 |
|
|
2024
Q4 | $2.76M | Sell |
18,463
-581
| -3% | -$86.9K | 0.04% | 371 |
|
|
2024
Q3 | $3.43M | Buy |
19,044
+2,200
| +13% | +$396K | 0.06% | 309 |
|
|
2024
Q2 | $2.4M | Buy |
16,844
+2,438
| +17% | +$347K | 0.05% | 360 |
|
|
2024
Q1 | $2.12M | Buy |
14,406
+2,242
| +18% | +$330K | 0.05% | 380 |
|
|
2023
Q4 | $1.95M | Buy |
12,164
+250
| +2% | +$40.1K | 0.05% | 349 |
|
|
2023
Q3 | $1.45M | Buy |
11,914
+6,262
| +111% | +$761K | 0.04% | 405 |
|
|
2023
Q2 | $841K | Sell |
5,652
-775
| -12% | -$115K | 0.03% | 650 |
|
|
2023
Q1 | $1.05M | Buy |
6,427
+2,257
| +54% | +$368K | 0.04% | 506 |
|
|
2022
Q4 | $614K | Sell |
4,170
-1,842
| -31% | -$271K | 0.03% | 723 |
|
|
2022
Q3 | $1.04M | Buy |
6,012
+888
| +17% | +$153K | 0.05% | 462 |
|
|
2022
Q2 | $872K | Buy |
5,124
+725
| +16% | +$123K | 0.04% | 528 |
|
|
2022
Q1 | $905K | Buy |
4,399
+1,173
| +36% | +$241K | 0.04% | 506 |
|
|
2021
Q4 | $731K | Buy |
3,226
+546
| +20% | +$124K | 0.04% | 539 |
|
|
2021
Q3 | $450K | Buy |
2,680
+422
| +19% | +$70.9K | 0.04% | 575 |
|
|
2021
Q2 | $370K | Buy |
2,258
+315
| +16% | +$51.6K | 0.04% | 638 |
|
|
2021
Q1 | $258K | Buy |
+1,943
| New | +$258K | 0.04% | 563 |
|