Vanguard Personalized Indexing Management’s iShares Core MSCI EAFE ETF IEFA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.74M | Buy |
32,730
+6,997
| +27% | +$586K | 0.03% | 463 |
|
|
2025
Q1 | $1.95M | Buy |
25,733
+4,220
| +20% | +$319K | 0.03% | 497 |
|
|
2024
Q4 | $1.51M | Sell |
21,513
-29
| -0.1% | -$2.04K | 0.02% | 578 |
|
|
2024
Q3 | $1.68M | Buy |
21,542
+265
| +1% | +$20.7K | 0.03% | 532 |
|
|
2024
Q2 | $1.55M | Buy |
21,277
+1,911
| +10% | +$139K | 0.03% | 497 |
|
|
2024
Q1 | $1.44M | Sell |
19,366
-2,180
| -10% | -$162K | 0.03% | 493 |
|
|
2023
Q4 | $1.52M | Buy |
21,546
+4,732
| +28% | +$333K | 0.04% | 447 |
|
|
2023
Q3 | $1.08M | Sell |
16,814
-77
| -0.5% | -$4.96K | 0.03% | 522 |
|
|
2023
Q2 | $1.14M | Buy |
16,891
+1,281
| +8% | +$86.5K | 0.03% | 504 |
|
|
2023
Q1 | $1.04M | Sell |
15,610
-7,362
| -32% | -$492K | 0.04% | 509 |
|
|
2022
Q4 | $1.42M | Sell |
22,972
-1,514
| -6% | -$93.3K | 0.06% | 377 |
|
|
2022
Q3 | $1.29M | Buy |
24,486
+14
| +0.1% | +$738 | 0.06% | 367 |
|
|
2022
Q2 | $1.44M | Sell |
24,472
-280
| -1% | -$16.5K | 0.07% | 297 |
|
|
2022
Q1 | $1.72M | Sell |
24,752
-2,295
| -8% | -$160K | 0.08% | 232 |
|
|
2021
Q4 | $2.02M | Buy |
27,047
+2,401
| +10% | +$179K | 0.12% | 160 |
|
|
2021
Q3 | $1.83M | Hold |
24,646
| – | – | 0.16% | 117 |
|
|
2021
Q2 | $1.85M | Hold |
24,646
| – | – | 0.19% | 107 |
|
|
2021
Q1 | $1.78M | Hold |
24,646
| – | – | 0.27% | 74 |
|
|
2020
Q4 | $1.7M | Buy |
24,646
+17,281
| +235% | +$1.19M | 0.37% | 57 |
|
|
2020
Q3 | $444K | Buy |
+7,365
| New | +$444K | 0.12% | 197 |
|