Vanguard Personalized Indexing Management’s ORIX IX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.09M | Buy |
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|
2025
Q1 | $3.26M | Buy |
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|
2024
Q4 | $3.06M | Buy |
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|
2024
Q3 | $3.33M | Buy |
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|
2024
Q2 | $2.66M | Buy |
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|
2024
Q1 | $2.18M | Buy |
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|
2023
Q4 | $1.17M | Buy |
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|
2023
Q3 | $937K | Buy |
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|
2023
Q2 | $866K | Buy |
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|
2023
Q1 | $645K | Buy |
|
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|
2022
Q4 | $582K | Buy |
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|
2022
Q3 | $505K | Sell |
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|
2022
Q2 | $680K | Buy |
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|
2022
Q1 | $660K | Buy |
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|
2021
Q4 | $627K | Buy |
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|
2021
Q3 | $420K | Buy |
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|
2021
Q2 | $292K | Sell |
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|
2021
Q1 | $377K | Sell |
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|
2020
Q4 | $379K | Buy |
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|
2020
Q3 | $262K | Buy |
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|
2020
Q2 | $243K | Buy |
|