Vanguard Personalized Indexing Management’s iShares Core S&P US Value ETF IUSV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$273K Sell
2025
Q1
$430K Hold
2024
Q4
$431K Sell
2024
Q3
$446K Sell
2024
Q2
$532K Buy
2024
Q1
$497K Buy