Vanguard Personalized Indexing Management’s Comfort Systems FIX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.23M | Buy |
4,151
+665
| +19% | +$357K | 0.03% | 532 |
|
|
2025
Q1 | $1.12M | Sell |
3,486
-150
| -4% | -$48.3K | 0.02% | 724 |
|
|
2024
Q4 | $1.54M | Buy |
3,636
+261
| +8% | +$111K | 0.02% | 567 |
|
|
2024
Q3 | $1.32M | Buy |
3,375
+65
| +2% | +$25.4K | 0.02% | 638 |
|
|
2024
Q2 | $1.01M | Sell |
3,310
-92
| -3% | -$28K | 0.02% | 681 |
|
|
2024
Q1 | $1.08M | Buy |
3,402
+1,491
| +78% | +$474K | 0.02% | 624 |
|
|
2023
Q4 | $393K | Buy |
1,911
+448
| +31% | +$92.1K | 0.01% | 1117 |
|
|
2023
Q3 | $249K | Buy |
1,463
+101
| +7% | +$17.2K | 0.01% | 1198 |
|
|
2023
Q2 | $224K | Buy |
+1,362
| New | +$224K | 0.01% | 1279 |
|