Vanguard Personalized Indexing Management’s Middleby MIDD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $581K | Sell |
4,029
-545
| -12% | -$78.6K | 0.01% | 1132 |
|
|
2025
Q1 | $695K | Sell |
4,574
-172
| -4% | -$26.1K | 0.01% | 962 |
|
|
2024
Q4 | $643K | Sell |
4,746
-97
| -2% | -$13.1K | 0.01% | 988 |
|
|
2024
Q3 | $674K | Buy |
4,843
+923
| +24% | +$128K | 0.01% | 952 |
|
|
2024
Q2 | $481K | Sell |
3,920
-1,168
| -23% | -$143K | 0.01% | 1053 |
|
|
2024
Q1 | $818K | Buy |
5,088
+2,606
| +105% | +$419K | 0.02% | 761 |
|
|
2023
Q4 | $365K | Sell |
2,482
-3,422
| -58% | -$504K | 0.01% | 1151 |
|
|
2023
Q3 | $756K | Sell |
5,904
-844
| -13% | -$108K | 0.02% | 700 |
|
|
2023
Q2 | $998K | Sell |
6,748
-223
| -3% | -$33K | 0.03% | 574 |
|
|
2023
Q1 | $1.02M | Buy |
6,971
+1,239
| +22% | +$182K | 0.04% | 519 |
|
|
2022
Q4 | $768K | Buy |
5,732
+865
| +18% | +$116K | 0.03% | 621 |
|
|
2022
Q3 | $624K | Sell |
4,867
-344
| -7% | -$44.1K | 0.03% | 691 |
|
|
2022
Q2 | $653K | Buy |
5,211
+996
| +24% | +$125K | 0.03% | 681 |
|
|
2022
Q1 | $691K | Sell |
4,215
-738
| -15% | -$121K | 0.03% | 656 |
|
|
2021
Q4 | $975K | Buy |
4,953
+2,196
| +80% | +$432K | 0.06% | 404 |
|
|
2021
Q3 | $470K | Buy |
2,757
+640
| +30% | +$109K | 0.04% | 545 |
|
|
2021
Q2 | $367K | Buy |
+2,117
| New | +$367K | 0.04% | 642 |
|