Vanguard Personalized Indexing Management’s Fortis FTS Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$489K Buy
10,250
+3,293
+47% +$157K 0.01% 1203
2025
Q1
$317K Buy
6,957
+1,766
+34% +$80.5K ﹤0.01% 1317
2024
Q4
$216K Buy
+5,191
New +$216K ﹤0.01% 1496