Vanguard Personalized Indexing Management’s Moelis & Co MC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $765K | Buy |
12,274
+3,019
| +33% | +$188K | 0.01% | 1012 |
|
|
2025
Q1 | $540K | Buy |
9,255
+2,276
| +33% | +$133K | 0.01% | 1076 |
|
|
2024
Q4 | $516K | Buy |
6,979
+35
| +0.5% | +$2.59K | 0.01% | 1099 |
|
|
2024
Q3 | $476K | Buy |
6,944
+554
| +9% | +$38K | 0.01% | 1116 |
|
|
2024
Q2 | $363K | Buy |
6,390
+193
| +3% | +$11K | 0.01% | 1180 |
|
|
2024
Q1 | $352K | Buy |
6,197
+779
| +14% | +$44.2K | 0.01% | 1202 |
|
|
2023
Q4 | $304K | Buy |
5,418
+472
| +10% | +$26.5K | 0.01% | 1218 |
|
|
2023
Q3 | $223K | Buy |
+4,946
| New | +$223K | 0.01% | 1256 |
|
|
2023
Q2 | – | Sell |
-5,929
| Closed | -$228K | – | 1505 |
|
|
2023
Q1 | $228K | Sell |
5,929
-861
| -13% | -$33.1K | 0.01% | 1259 |
|
|
2022
Q4 | $261K | Buy |
6,790
+145
| +2% | +$5.56K | 0.01% | 1029 |
|
|
2022
Q3 | $225K | Buy |
6,645
+780
| +13% | +$26.4K | 0.01% | 1071 |
|
|
2022
Q2 | $231K | Buy |
+5,865
| New | +$231K | 0.01% | 1079 |
|