Vanguard Personalized Indexing Management’s Morningstar MORN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.47M | Buy |
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|
2025
Q1 | $1.17M | Buy |
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|
2024
Q4 | $1.23M | Buy |
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|
2024
Q3 | $1.05M | Buy |
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|
2024
Q2 | $888K | Buy |
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|
2024
Q1 | $847K | Sell |
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|
2023
Q4 | $790K | Buy |
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|
2023
Q3 | $351K | Buy |
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|
2023
Q2 | $258K | Buy |
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|
2023
Q1 | $263K | Sell |
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|
2022
Q4 | $324K | Sell |
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|
2022
Q3 | $391K | Sell |
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|
2022
Q2 | $582K | Sell |
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|
2022
Q1 | $767K | Buy |
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|
2021
Q4 | $624K | Buy |
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|
2021
Q3 | $261K | Sell |
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|
2021
Q2 | $266K | Sell |
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|
2021
Q1 | $288K | Buy |
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|
2020
Q4 | $247K | Buy |
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