Vanguard Personalized Indexing Management’s Invesco IVZ Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.75M	Sell	71,862 -1,610	-2%	-$42.1K	0.02%	659
2025 Q4	$1.93M	Buy	73,472 +2,728	+4%	+$66.6K	0.02%	616
2025 Q3	$1.62M	Buy	70,744 +291	+0.4%	+$6.04K	0.02%	673
2025 Q2	$1.11M	Buy	70,453 +12,242	+21%	+$176K	0.01%	828
2025 Q1	$883K	Buy	58,211 +9,226	+19%	+$157K	0.01%	851
2024 Q4	$856K	Buy	48,985 +414	+0.9%	+$7.37K	0.01%	845
2024 Q3	$853K	Buy	48,571 +4,673	+11%	+$76.7K	0.01%	843
2024 Q2	$655K	Buy	43,898 +1,742	+4%	+$26.8K	0.01%	898
2024 Q1	$699K	Sell	42,156 -4,148	-9%	-$66.9K	0.02%	841
2023 Q4	$826K	Buy	46,304 +3,141	+7%	+$45.3K	0.02%	751
2023 Q3	$627K	Buy	43,163 +46	+0.1%	+$740	0.02%	787
2023 Q2	$725K	Buy	43,117 +14,069	+48%	+$226K	0.02%	735
2023 Q1	$476K	Sell	29,048 -2,449	-8%	-$43.7K	0.02%	900
2022 Q4	$567K	Sell	31,497 -28,600	-48%	-$489K	0.02%	760
2022 Q3	$823K	Buy	60,097 +824	+1%	+$13.9K	0.04%	561
2022 Q2	$956K	Buy	59,273 +26,344	+80%	+$498K	0.04%	487
2022 Q1	$759K	Buy	32,929 +23,491	+249%	+$521K	0.04%	614
2021 Q4	$217K	Sell	9,438 -52	-0.5%	-$1.27K	0.01%	968
2021 Q3	$229K	Sell	9,490 -6,193	-39%	-$155K	0.02%	880
2021 Q2	$419K	Buy	+15,683	New	+$427K	0.04%	570