Vanguard Personalized Indexing Management’s Samsara IOT Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$945K Buy
23,746
+1,370
+6% +$54.5K 0.01% 891
2025
Q1
$858K Buy
22,376
+2,868
+15% +$110K 0.01% 866
2024
Q4
$852K Sell
19,508
-761
-4% -$33.2K 0.01% 849
2024
Q3
$975K Buy
20,269
+4,137
+26% +$199K 0.02% 779
2024
Q2
$538K Buy
16,132
+245
+2% +$8.18K 0.01% 999
2024
Q1
$600K Buy
15,887
+783
+5% +$29.6K 0.01% 914
2023
Q4
$504K Buy
15,104
+1,340
+10% +$44.7K 0.01% 999
2023
Q3
$347K Buy
13,764
+1,995
+17% +$50.3K 0.01% 1059
2023
Q2
$326K Sell
11,769
-679
-5% -$18.8K 0.01% 1087
2023
Q1
$245K Buy
12,448
+1,538
+14% +$30.3K 0.01% 1220
2022
Q4
$136K Sell
10,910
-11,587
-52% -$144K 0.01% 1201
2022
Q3
$272K Buy
22,497
+1,858
+9% +$22.5K 0.01% 1001
2022
Q2
$231K Buy
+20,639
New +$231K 0.01% 1077