Vanguard Personalized Indexing Management’s IDEX IEX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.21M | Buy |
6,912
+1,379
| +25% | +$242K | 0.01% | 779 |
|
|
2025
Q1 | $1M | Sell |
5,533
-717
| -11% | -$130K | 0.01% | 783 |
|
|
2024
Q4 | $1.31M | Sell |
6,250
-13
| -0.2% | -$2.72K | 0.02% | 651 |
|
|
2024
Q3 | $1.34M | Buy |
6,263
+66
| +1% | +$14.2K | 0.02% | 630 |
|
|
2024
Q2 | $1.24M | Buy |
6,197
+260
| +4% | +$52.1K | 0.02% | 585 |
|
|
2024
Q1 | $1.45M | Buy |
5,937
+1,098
| +23% | +$268K | 0.03% | 491 |
|
|
2023
Q4 | $1.05M | Sell |
4,839
-391
| -7% | -$84.9K | 0.03% | 625 |
|
|
2023
Q3 | $1.09M | Buy |
5,230
+295
| +6% | +$61.4K | 0.03% | 519 |
|
|
2023
Q2 | $1.06M | Sell |
4,935
-412
| -8% | -$88.7K | 0.03% | 544 |
|
|
2023
Q1 | $1.24M | Sell |
5,347
-1,159
| -18% | -$268K | 0.04% | 435 |
|
|
2022
Q4 | $1.49M | Sell |
6,506
-128
| -2% | -$29.2K | 0.06% | 362 |
|
|
2022
Q3 | $1.33M | Buy |
6,634
+1,044
| +19% | +$209K | 0.06% | 347 |
|
|
2022
Q2 | $1.02M | Sell |
5,590
-1,049
| -16% | -$190K | 0.05% | 454 |
|
|
2022
Q1 | $1.27M | Buy |
6,639
+3,903
| +143% | +$748K | 0.06% | 330 |
|
|
2021
Q4 | $647K | Buy |
2,736
+891
| +48% | +$211K | 0.04% | 594 |
|
|
2021
Q3 | $382K | Sell |
1,845
-2,658
| -59% | -$550K | 0.03% | 655 |
|
|
2021
Q2 | $991K | Buy |
4,503
+2,933
| +187% | +$645K | 0.1% | 207 |
|
|
2021
Q1 | $329K | Buy |
+1,570
| New | +$329K | 0.05% | 466 |
|