Vanguard Personalized Indexing Management’s Maximus MMS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $604K | Buy |
8,607
+2,092
| +32% | +$147K | 0.01% | 1108 |
|
|
2025
Q1 | $444K | Buy |
6,515
+2,521
| +63% | +$172K | 0.01% | 1167 |
|
|
2024
Q4 | $298K | Sell |
3,994
-369
| -8% | -$27.5K | ﹤0.01% | 1337 |
|
|
2024
Q3 | $406K | Buy |
4,363
+223
| +5% | +$20.8K | 0.01% | 1200 |
|
|
2024
Q2 | $355K | Buy |
4,140
+109
| +3% | +$9.34K | 0.01% | 1195 |
|
|
2024
Q1 | $338K | Sell |
4,031
-1,113
| -22% | -$93.4K | 0.01% | 1219 |
|
|
2023
Q4 | $431K | Buy |
+5,144
| New | +$431K | 0.01% | 1076 |
|
|
2023
Q3 | – | Sell |
-2,506
| Closed | -$212K | – | 1530 |
|
|
2023
Q2 | $212K | Sell |
2,506
-153
| -6% | -$12.9K | 0.01% | 1306 |
|
|
2023
Q1 | $209K | Buy |
+2,659
| New | +$209K | 0.01% | 1315 |
|