Vanguard Personalized Indexing Management’s Federal Realty Investment Trust FRT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $600K | Buy |
6,311
+1,553
| +33% | +$148K | 0.01% | 1116 |
|
|
2025
Q1 | $465K | Sell |
4,758
-942
| -17% | -$92.1K | 0.01% | 1154 |
|
|
2024
Q4 | $638K | Buy |
5,700
+44
| +0.8% | +$4.93K | 0.01% | 993 |
|
|
2024
Q3 | $650K | Buy |
5,656
+355
| +7% | +$40.8K | 0.01% | 976 |
|
|
2024
Q2 | $535K | Buy |
5,301
+143
| +3% | +$14.4K | 0.01% | 1002 |
|
|
2024
Q1 | $527K | Buy |
5,158
+633
| +14% | +$64.6K | 0.01% | 996 |
|
|
2023
Q4 | $466K | Sell |
4,525
-16
| -0.4% | -$1.65K | 0.01% | 1037 |
|
|
2023
Q3 | $412K | Sell |
4,541
-574
| -11% | -$52K | 0.01% | 973 |
|
|
2023
Q2 | $495K | Buy |
5,115
+798
| +18% | +$77.2K | 0.02% | 900 |
|
|
2023
Q1 | $427K | Buy |
4,317
+612
| +17% | +$60.5K | 0.01% | 953 |
|
|
2022
Q4 | $374K | Sell |
3,705
-185
| -5% | -$18.7K | 0.02% | 896 |
|
|
2022
Q3 | $351K | Sell |
3,890
-392
| -9% | -$35.4K | 0.02% | 911 |
|
|
2022
Q2 | $410K | Sell |
4,282
-3,244
| -43% | -$311K | 0.02% | 884 |
|
|
2022
Q1 | $919K | Sell |
7,526
-361
| -5% | -$44.1K | 0.04% | 494 |
|
|
2021
Q4 | $1.08M | Buy |
7,887
+3,336
| +73% | +$455K | 0.06% | 353 |
|
|
2021
Q3 | $537K | Sell |
4,551
-1,363
| -23% | -$161K | 0.05% | 474 |
|
|
2021
Q2 | $693K | Buy |
+5,914
| New | +$693K | 0.07% | 344 |
|