Vanguard Personalized Indexing Management’s MongoDB MDB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.67M | Buy |
7,934
+334
| +4% | +$70.2K | 0.02% | 633 |
|
|
2025
Q1 | $1.33M | Buy |
7,600
+185
| +2% | +$32.4K | 0.02% | 653 |
|
|
2024
Q4 | $1.73M | Sell |
7,415
-1,211
| -14% | -$282K | 0.03% | 527 |
|
|
2024
Q3 | $2.33M | Buy |
8,626
+1,471
| +21% | +$398K | 0.04% | 421 |
|
|
2024
Q2 | $1.79M | Sell |
7,155
-316
| -4% | -$79K | 0.03% | 439 |
|
|
2024
Q1 | $2.68M | Sell |
7,471
-213
| -3% | -$76.4K | 0.06% | 309 |
|
|
2023
Q4 | $3.14M | Buy |
7,684
+580
| +8% | +$237K | 0.08% | 229 |
|
|
2023
Q3 | $2.46M | Buy |
7,104
+476
| +7% | +$165K | 0.07% | 260 |
|
|
2023
Q2 | $2.72M | Buy |
6,628
+266
| +4% | +$109K | 0.08% | 232 |
|
|
2023
Q1 | $1.48M | Buy |
6,362
+639
| +11% | +$149K | 0.05% | 378 |
|
|
2022
Q4 | $1.13M | Buy |
5,723
+2,456
| +75% | +$483K | 0.05% | 462 |
|
|
2022
Q3 | $649K | Buy |
3,267
+315
| +11% | +$62.6K | 0.03% | 676 |
|
|
2022
Q2 | $766K | Buy |
2,952
+282
| +11% | +$73.2K | 0.04% | 591 |
|
|
2022
Q1 | $1.18M | Sell |
2,670
-92
| -3% | -$40.8K | 0.06% | 363 |
|
|
2021
Q4 | $1.46M | Buy |
2,762
+1,349
| +95% | +$714K | 0.09% | 245 |
|
|
2021
Q3 | $666K | Buy |
1,413
+235
| +20% | +$111K | 0.06% | 373 |
|
|
2021
Q2 | $426K | Buy |
+1,178
| New | +$426K | 0.04% | 562 |
|