Vanguard Personalized Indexing Management’s Maximus MMS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | $784K | Sell |
|
|||||
|
2025
Q3 | $860K | Buy |
|
|||||
|
2025
Q2 | $604K | Buy |
|
|||||
|
2025
Q1 | $444K | Buy |
|
|||||
|
2024
Q4 | $298K | Sell |
|
|||||
|
2024
Q3 | $406K | Buy |
|
|||||
|
2024
Q2 | $355K | Buy |
|
|||||
|
2024
Q1 | $338K | Sell |
|
|||||
|
2023
Q4 | $431K | Buy |
|
|||||
|
2023
Q3 | – | Sell |
|
|||||
|
2023
Q2 | $212K | Sell |
|
|||||
|
2023
Q1 | $209K | Buy |
|