Vanguard Personalized Indexing Management’s Moody's MCO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12.2M | Buy |
24,308
+4,485
| +23% | +$2.25M | 0.14% | 126 |
|
|
2025
Q1 | $9.23M | Buy |
19,823
+1,084
| +6% | +$505K | 0.14% | 128 |
|
|
2024
Q4 | $8.87M | Buy |
18,739
+965
| +5% | +$457K | 0.13% | 120 |
|
|
2024
Q3 | $8.44M | Buy |
17,774
+2,725
| +18% | +$1.29M | 0.14% | 123 |
|
|
2024
Q2 | $6.33M | Buy |
15,049
+3,864
| +35% | +$1.63M | 0.12% | 138 |
|
|
2024
Q1 | $4.4M | Buy |
11,185
+684
| +7% | +$269K | 0.09% | 196 |
|
|
2023
Q4 | $4.1M | Buy |
10,501
+38
| +0.4% | +$14.8K | 0.11% | 173 |
|
|
2023
Q3 | $3.31M | Buy |
10,463
+350
| +3% | +$111K | 0.1% | 192 |
|
|
2023
Q2 | $3.52M | Buy |
10,113
+691
| +7% | +$240K | 0.11% | 175 |
|
|
2023
Q1 | $2.88M | Buy |
9,422
+868
| +10% | +$266K | 0.1% | 200 |
|
|
2022
Q4 | $2.38M | Buy |
8,554
+501
| +6% | +$140K | 0.1% | 216 |
|
|
2022
Q3 | $1.96M | Buy |
8,053
+970
| +14% | +$236K | 0.09% | 233 |
|
|
2022
Q2 | $1.93M | Sell |
7,083
-21
| -0.3% | -$5.71K | 0.09% | 221 |
|
|
2022
Q1 | $2.4M | Buy |
7,104
+1,405
| +25% | +$474K | 0.12% | 162 |
|
|
2021
Q4 | $2.23M | Buy |
5,699
+1,611
| +39% | +$629K | 0.13% | 138 |
|
|
2021
Q3 | $1.45M | Sell |
4,088
-1,129
| -22% | -$401K | 0.13% | 153 |
|
|
2021
Q2 | $1.89M | Buy |
5,217
+2,665
| +104% | +$966K | 0.2% | 103 |
|
|
2021
Q1 | $762K | Buy |
2,552
+569
| +29% | +$170K | 0.12% | 192 |
|
|
2020
Q4 | $576K | Buy |
1,983
+465
| +31% | +$135K | 0.13% | 191 |
|
|
2020
Q3 | $440K | Buy |
1,518
+426
| +39% | +$123K | 0.12% | 199 |
|
|
2020
Q2 | $300K | Buy |
+1,092
| New | +$300K | 0.14% | 192 |
|