Vanguard Personalized Indexing Management’s Marsh MRSH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $12M | Sell |
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|
2025
Q2 | $14.7M | Buy |
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|
2025
Q1 | $14.6M | Buy |
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|
2024
Q4 | $12M | Buy |
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|
2024
Q3 | $12.3M | Buy |
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|
2024
Q2 | $10.2M | Buy |
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|
2024
Q1 | $9.07M | Buy |
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|
2023
Q4 | $7.33M | Sell |
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|
2023
Q3 | $8.04M | Buy |
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|
2023
Q2 | $7.55M | Buy |
|
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|
2023
Q1 | $6.19M | Buy |
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|
2022
Q4 | $5.56M | Buy |
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|
2022
Q3 | $4.82M | Buy |
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|
2022
Q2 | $4.69M | Buy |
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|
2022
Q1 | $4.15M | Buy |
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|
2021
Q4 | $3.28M | Buy |
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|
2021
Q3 | $2.25M | Buy |
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|
2021
Q2 | $1.82M | Buy |
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|
2021
Q1 | $851K | Buy |
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|
2020
Q4 | $508K | Buy |
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|
2020
Q3 | $393K | Buy |
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|
2020
Q2 | $255K | Buy |
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