Vanguard Personalized Indexing Management’s Morningstar MORN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.47M | Buy |
4,676
+788
| +20% | +$247K | 0.02% | 687 |
|
|
2025
Q1 | $1.17M | Buy |
3,888
+233
| +6% | +$69.9K | 0.02% | 708 |
|
|
2024
Q4 | $1.23M | Buy |
3,655
+373
| +11% | +$126K | 0.02% | 682 |
|
|
2024
Q3 | $1.05M | Buy |
3,282
+279
| +9% | +$89K | 0.02% | 744 |
|
|
2024
Q2 | $888K | Buy |
3,003
+256
| +9% | +$75.7K | 0.02% | 730 |
|
|
2024
Q1 | $847K | Sell |
2,747
-12
| -0.4% | -$3.7K | 0.02% | 743 |
|
|
2023
Q4 | $790K | Buy |
2,759
+1,261
| +84% | +$361K | 0.02% | 770 |
|
|
2023
Q3 | $351K | Buy |
1,498
+185
| +14% | +$43.3K | 0.01% | 1056 |
|
|
2023
Q2 | $258K | Buy |
1,313
+19
| +1% | +$3.73K | 0.01% | 1211 |
|
|
2023
Q1 | $263K | Sell |
1,294
-200
| -13% | -$40.6K | 0.01% | 1184 |
|
|
2022
Q4 | $324K | Sell |
1,494
-348
| -19% | -$75.4K | 0.01% | 952 |
|
|
2022
Q3 | $391K | Sell |
1,842
-566
| -24% | -$120K | 0.02% | 865 |
|
|
2022
Q2 | $582K | Sell |
2,408
-401
| -14% | -$96.9K | 0.03% | 745 |
|
|
2022
Q1 | $767K | Buy |
2,809
+983
| +54% | +$268K | 0.04% | 611 |
|
|
2021
Q4 | $624K | Buy |
1,826
+819
| +81% | +$280K | 0.04% | 611 |
|
|
2021
Q3 | $261K | Sell |
1,007
-27
| -3% | -$7K | 0.02% | 831 |
|
|
2021
Q2 | $266K | Sell |
1,034
-245
| -19% | -$63K | 0.03% | 782 |
|
|
2021
Q1 | $288K | Buy |
1,279
+211
| +20% | +$47.5K | 0.04% | 523 |
|
|
2020
Q4 | $247K | Buy |
+1,068
| New | +$247K | 0.05% | 442 |
|