Vanguard Personalized Indexing Management’s Moelis & Co MC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $765K | Buy |
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|
2025
Q1 | $540K | Buy |
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|
2024
Q4 | $516K | Buy |
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|
2024
Q3 | $476K | Buy |
|
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|
2024
Q2 | $363K | Buy |
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|
2024
Q1 | $352K | Buy |
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|
2023
Q4 | $304K | Buy |
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|
2023
Q3 | $223K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $228K | Sell |
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|
2022
Q4 | $261K | Buy |
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|
2022
Q3 | $225K | Buy |
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|
2022
Q2 | $231K | Buy |
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