Vanguard Personalized Indexing Management’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
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|
2022
Q4 | $376K | Sell |
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|
2022
Q3 | $343K | Hold |
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|
2022
Q2 | $363K | Hold |
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|
2022
Q1 | $427K | Buy |
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|
2021
Q4 | $403K | Buy |
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|
2021
Q3 | $293K | Hold |
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|
2021
Q2 | $298K | Hold |
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|
2021
Q1 | $283K | Hold |
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|
2020
Q4 | $251K | Sell |
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|
2020
Q3 | $1.18M | Buy |
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