Vanguard Personalized Indexing Management’s Factset FDS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.69M | Buy |
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|
2025
Q1 | $1.62M | Buy |
|
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|
2024
Q4 | $1.43M | Buy |
|
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|
2024
Q3 | $1.21M | Sell |
|
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|
2024
Q2 | $1.11M | Sell |
|
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|
2024
Q1 | $1.24M | Buy |
|
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|
2023
Q4 | $1.16M | Sell |
|
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|
2023
Q3 | $1.54M | Buy |
|
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|
2023
Q2 | $1.29M | Sell |
|
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|
2023
Q1 | $1.53M | Sell |
|
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|
2022
Q4 | $1.86M | Sell |
|
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|
2022
Q3 | $2M | Buy |
|
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|
2022
Q2 | $1.83M | Buy |
|
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|
2022
Q1 | $1.94M | Buy |
|
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|
2021
Q4 | $1.64M | Buy |
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|
2021
Q3 | $929K | Buy |
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|
2021
Q2 | $758K | Buy |
|