Vanguard Personalized Indexing Management’s Matsons MATX Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$260K Sell
2,331
-109
-4% -$12.1K ﹤0.01% 1509
2025
Q1
$313K Buy
2,440
+179
+8% +$22.9K ﹤0.01% 1322
2024
Q4
$305K Sell
2,261
-205
-8% -$27.6K ﹤0.01% 1326
2024
Q3
$352K Buy
2,466
+268
+12% +$38.2K 0.01% 1270
2024
Q2
$288K Sell
2,198
-2,109
-49% -$276K 0.01% 1292
2024
Q1
$484K Buy
4,307
+71
+2% +$7.98K 0.01% 1044
2023
Q4
$464K Buy
4,236
+160
+4% +$17.5K 0.01% 1040
2023
Q3
$362K Buy
4,076
+225
+6% +$20K 0.01% 1042
2023
Q2
$299K Buy
3,851
+444
+13% +$34.5K 0.01% 1130
2023
Q1
$203K Buy
+3,407
New +$203K 0.01% 1331