Vanguard Personalized Indexing Management’s Gartner IT Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$3.43M Buy
8,474
+140
+2% +$56.6K 0.04% 393
2025
Q1
$3.5M Buy
8,334
+285
+4% +$120K 0.05% 324
2024
Q4
$3.9M Buy
8,049
+286
+4% +$139K 0.06% 287
2024
Q3
$3.93M Buy
7,763
+1,113
+17% +$564K 0.06% 269
2024
Q2
$2.99M Buy
6,650
+91
+1% +$40.9K 0.06% 302
2024
Q1
$3.13M Buy
6,559
+835
+15% +$398K 0.07% 262
2023
Q4
$2.58M Sell
5,724
-689
-11% -$311K 0.07% 280
2023
Q3
$2.2M Buy
6,413
+582
+10% +$200K 0.07% 289
2023
Q2
$2.04M Buy
5,831
+240
+4% +$84.1K 0.06% 307
2023
Q1
$1.82M Buy
5,591
+216
+4% +$70.4K 0.06% 322
2022
Q4
$1.81M Buy
5,375
+242
+5% +$81.3K 0.07% 288
2022
Q3
$1.42M Buy
5,133
+919
+22% +$254K 0.06% 322
2022
Q2
$1.02M Buy
4,214
+284
+7% +$68.7K 0.05% 451
2022
Q1
$1.17M Buy
3,930
+533
+16% +$159K 0.06% 369
2021
Q4
$1.14M Buy
3,397
+363
+12% +$121K 0.07% 328
2021
Q3
$922K Buy
3,034
+303
+11% +$92.1K 0.08% 248
2021
Q2
$661K Buy
2,731
+1,002
+58% +$243K 0.07% 364
2021
Q1
$316K Buy
+1,729
New +$316K 0.05% 482